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| Lathrop Investment Management Company
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|---|---|
| CRD # | 334458 |
| SEC # | 801-131853 |
| CIK # | 0001124841 |
| AUM | $937.1 M (2025-02-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 501-227-4930 |
| Address | 500 Pleasant Valley Drive, Little Rock, AR 72227 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cullen Frost Bankers Inc | 4.5 | ||
| Accenture PLC | 4.4 | ||
| Nvidia Corp | 3.3 | ||
| OLO Inc | 3.0 | ||
| Palo Alto Networks Inc | 2.0 | ||
| Lam Research Corp | 1.6 | ||
| Amazon Com Inc | 1.1 | ||
| Lilly Eli & Co | 1.0 | ||
| Coca Cola Co | 0.9 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 45.9 |
| (b) Individuals (high net worth individuals) | 145 | 540.2 |
| (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 | 5 | 312.9 |
| (h) Charitable organizations | 0 | 10.4 |
| (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 | 3 | 27.7 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 937.1 |
| By Discretionary | ||
| Discretionary | 817 | 714.0 |
| Non-Discretionary | 1 | 223.1 |
| Total | 818 | 937.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 933.1 | |
| Total | 818 | 937.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001124841] |
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|---|---|---|
|
Ignite Planners LLC
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|
CA | 0.9 |
|
Harvey Investment Company LLC
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|
KY | 0.9 |
|
Passive Capital Management LLC
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NY | 0.9 |
|
Randolph Co Inc
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OH | 0.9 |
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Summit Asset Management LLC
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TN | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
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|
0.9 | |
|
Accuvest Global Advisors Inc
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|
UT | 0.9 |
|
Cutter and Company Brokerage Inc
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|
MO | 0.9 |
|
Pinnacle Wealth Advisors
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|
TN | 0.9 |
|
CA Family Wealth LLC
✚
|
CA | 0.9 |