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| Happy Holidays!! thanks for using AUM13F!! |
| Lawson Kroeker Investment Management Inc
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| CRD # | 105053 |
| SEC # | 801-27034 |
| CIK # | |
| AUM | $682.7 M (2025-03-25) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 402-392-2606 |
| Address | 1926 S 67th Street Omaha, NE 68106 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | L/K Limited Partnership No 1 | 2012-03-20 | 17.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 39.5 |
| (b) Individuals (high net worth individuals) | 144 | 509.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 28.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 103.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 682.7 |
| By Discretionary | ||
| Discretionary | 406 | 682.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 682.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 682.7 | |
| Total | 406 | 682.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
Bellwether Advisors LLC
✚
|
NE | 0.7 |
|
GKB Partners LLC
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|
0.7 | |
|
DSG Capital Advisors LLC
✚
|
MN | 0.7 |
|
Fractal Investments LLC
✚
|
0.7 | |
|
Relevant Wealth Advisors LLC
✚
|
CA | 0.7 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.7 |
|
Proffitt & Goodson Inc
✚
|
TN | 0.7 |
|
McNamara Financial Services Inc
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|
MA | 0.7 |