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| Kimelman & Baird LLC
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|---|---|
| CRD # | 2440 |
| SEC # | 801-9182 |
| CIK # | 0001318103 |
| AUM | $1.4 BB (2024-03-26) |
| Employees | 8 (75% Investors, 50% Brokers) |
| Phone | 212-686-0021 |
| Address | 800 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CPRT | 25,870.7 | 70.3 | |
| AAPL | 2,382,844.0 | 65.9 | |
| MSFT | 1,918,222.4 | 56.2 | |
| COST | 207,576.9 | 55.5 | |
| AMZN | 1,092,997.8 | 55.0 | |
| GOOGL | 1,475,138.5 | 52.4 | |
| JPM | 340,169.2 | 52.3 | |
| WM | 61,816.0 | 46.4 | |
| HD | 277,648.0 | 42.4 | |
| BX | 69,051.8 | 41.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 51.1 |
| (b) Individuals (high net worth individuals) | 117 | 1,232.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 6 | 78.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 1,363.5 |
| By Discretionary | ||
| Discretionary | 532 | 1,363.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 532 | 1,363.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.0 | |
| United States Persons | 1,345.5 | |
| Total | 532 | 1,363.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001318103] |
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|---|---|---|
|
Young Richard C & Co Ltd
✚
|
RI | 1.4 |
|
Vectorglobal IAG Inc
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|
FL | 1.4 |
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Adviceone Advisory Services LLC
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CT | 1.4 |
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Sheaff Brock Investment Advisors LLC
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IN | 1.4 |
|
Capwealth Advisors LLC
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TN | 1.4 |
|
Rodgers & Associates Ltd
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PA | 1.3 |
|
Adell Harriman & Carpenter Inc
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TX | 1.3 |
|
Patton Albertson Miller Group LLC
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|
TN | 1.3 |
|
Dorchester Wealth Management Company
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|
1.3 | |
|
Bloom Advisors
✚
|
MI | 1.3 |