Kimelman & Baird LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Kimelman & Baird LLC
✚
CRD #2440
SEC #801-9182
CIK #0001318103, 0000055798
AUM 1,478.7 M (2026-04-01)
Employees 9 (67% Investors, 56% Brokers)
Fees
Minimum
Phone212-686-0021
Address800 Third Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1600128096064032001999200820172027
CIK Period
0001318103 0000055798
Sector Form 13F Holdings Value ($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
Bank of America Corp /DE/ 38.6
Lilly Eli & Co 37.1
Blackstone Group LP 36.0
Mastercard Inc 35.5
Visa Inc 30.8
Progressive Waste Solutions Ltd 29.4
Honeywell International Inc 29.3
International Business Machines Corp 25.6
Union Pacific Corp 24.8
Marvell Technology Inc 24.4
Uber Technologies Inc 24.4
Boeing Co 23.3
KAR Auction Services Inc 22.7
Owens Corning 21.2
Dover Corp 20.0
Merck & Co Inc 19.3
Linde PLC 17.7
Medtronic Holdings Ltd 14.7
Nvidia Corp 14.7
 
 
Prev | Page 1 | Next
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
ServesRetail
LEI254900L0GG8P278KX248
Comparable Firms State AUM
Romano Brothers and Company
✚
IL 1,539.8 M
Ancora Retirement Plan Advisors LLC
✚
OH 1,534.4 M
Robinhood Asset Management LLC
✚
CA 1,518.3 M
Anchor Investment Management LLC
✚
SC 1,515.8 M
Class VI Family Office LLC
✚
CO 1,498.0 M
Mill Capital Management LLC
✚
NC 1,493.1 M
Wgshaheen & Associates Ltd
✚
NY 1,490.5 M
TSA Portfolio Management Inc FKA TSA Management Inc
✚
NY 1,479.1 M
D'Orazio & Associates Inc
✚
VA 1,442.7 M
Principal Advised Services LLC
✚
IA 1,422.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com