Lau Associates LLC

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Assets, Funds, Holdings

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Lau Associates LLC
CRD #105608
SEC #801-24354
CIK #0001161825
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone302-792-5955
Address20 Montchanin Road
Greenville, DE 19807
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
70056042028014001999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 20.7
Intel Corp 9.4
Johnson & Johnson 8.3
Conocophillips 7.2
PepsiCo Inc 7.1
Phillips 66 6.8
Microsoft Corp 4.7
DowDupont Inc 4.0
Procter & Gamble Co 3.9
Dow Inc 3.4
View All
Holdings by Sector ($M)
2502001501005002011201420172021
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 48 24.0
(b) Individuals (high net worth individuals) 113 626.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0.0
(n) Other 0 0.0
Total 161 650.0
By Discretionary
Discretionary 161 650.0
Non-Discretionary 0 0.0
Total 161 650.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 650.0
Total 161 650.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001161825]
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