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| Lathrop Investment Management Company
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|---|---|
| CRD # | 334458 |
| SEC # | 801-131853 |
| CIK # | 0001124841 |
| AUM | $1.0 B (2026-03-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 501-227-4930 |
| Address | 500 Pleasant Valley Drive Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 3.6 | ||
| Nvidia Corp | 3.6 | ||
| Cullen Frost Bankers Inc | 3.1 | ||
| Lam Research Corp | 2.2 | ||
| Palo Alto Networks Inc | 1.6 | ||
| Amazon Com Inc | 1.1 | ||
| Johnson & Johnson | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| AbbVie Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 47.3 |
| (b) Individuals (high net worth individuals) | 150 | 584.0 |
| (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 | 6 | 339.3 |
| (h) Charitable organizations | 0 | 11.0 |
| (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 | 28.2 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 1,009.8 |
| By Discretionary | ||
| Discretionary | 835 | 766.2 |
| Non-Discretionary | 1 | 243.6 |
| Total | 836 | 1,009.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 1,005.5 | |
| Total | 836 | 1,009.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001124841] |
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|---|---|---|
|
Jocelyn Investment Management LLC
✚
|
CA | 1.0 |
|
Archer Investment Corporation
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IN | 1.0 |
|
Verita Strategic Wealth Partners LLC
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CA | 1.0 |
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Navigation Group LLC
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Vertex Planning Partners LLC
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IL | 1.0 |
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Peak Asset Management LLC
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|
Fermata Advisors LLC
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CA | 1.0 |
|
The NorthStar Group Inc
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NY | 1.0 |
|
Mirador Capital Partners LP
✚
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CA | 1.0 |
|
AIRE Advisors LLC
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|
CA | 1.0 |