|
⚲
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| Lawson Kroeker Investment Management Inc
✚
| |
|---|---|
| CRD # | 105053 |
| SEC # | 801-27034 |
| CIK # | |
| AUM | $623.8 MM (2024-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 402-392-2606 |
| Address | 1926 S 67th Street Omaha, NE 68106 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | L/K Limited Partnership No 1 | 2012-03-20 | 17.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 36.4 |
| (b) Individuals (high net worth individuals) | 136 | 459.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 28.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 96.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 623.8 |
| By Discretionary | ||
| Discretionary | 396 | 623.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 396 | 623.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.8 | |
| Total | 396 | 623.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 0.6 |
|
Buttonwood Financial Group LLC
✚
|
MO | 0.6 |
|
Occidental Asset Management LLC
✚
|
CA | 0.6 |
|
HC Advisors LLC
✚
|
GA | 0.6 |
|
Whalerock Point Partners LLC
✚
|
RI | 0.6 |
|
Concentrum Wealth Management Inc
✚
|
CA | 0.6 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.6 |
|
AM Investment Strategies LLC
✚
|
TN | 0.6 |
|
Kahn Brothers Advisors LLC
✚
|
NY | 0.6 |
|
Windsor Capital Management LLC
✚
|
AZ | 0.6 |