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| Kimelman & Baird LLC
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| CRD # | 2440 |
| SEC # | 801-9182 |
| CIK # | 0001318103, 0000055798 |
| AUM | 1,478.7 M (2026-04-01) |
| Employees | 9 (67% Investors, 56% Brokers) |
| Phone | 212-686-0021 |
| Address | 800 Third Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 70.6 | ||
| Costco Wholesale Corp /NEW | 62.5 | ||
| J P Morgan Chase & Co | 61.2 | ||
| Amazon Com Inc | 57.1 | ||
| TJX Companies Inc /DE/ | 52.6 | ||
| Waste Management Inc | 47.5 | ||
| Alphabet Inc | 45.5 | ||
| Microsoft Corp | 43.6 | ||
| Copart Inc | 40.9 | ||
| Home Depot Inc | 38.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 50.6 |
| (b) Individuals (high net worth individuals) | 113 | 1,333.8 |
| (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 | 1 | 1.8 |
| (h) Charitable organizations | 6 | 92.5 |
| (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 | 490 | 1,478.7 |
| By Discretionary | ||
| Discretionary | 490 | 1,478.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 490 | 1,478.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.9 | |
| United States Persons | 1,474.8 | |
| Total | 490 | 1,478.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001318103] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
| LEI | 254900L0GG8P278KX248 |
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