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| Lee Danner & Bass Inc
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|---|---|
| CRD # | 111002 |
| SEC # | 801-30924 |
| CIK # | 0000939219 |
| AUM | 1,975.5 M (2026-06-30) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 615-244-7775 |
| Address | 3100 West End Avenue Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 183.3 | ||
| Alphabet Inc | 58.0 | ||
| Apple Inc | 56.4 | ||
| Agnico Eagle Mines Ltd | 43.3 | ||
| Corrections Corp of America | 41.1 | ||
| Viasat Inc | 38.1 | ||
| Microsoft Corp | 34.0 | ||
| Amazon Com Inc | 33.1 | ||
| Goldman Sachs Group Inc | 29.4 | ||
| United Technologies Corp /DE/ | 26.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 959 | 1,727.7 |
| (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 | 3 | 5.5 |
| (h) Charitable organizations | 49 | 201.9 |
| (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 | 9 | 40.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 1,975.5 |
| By Discretionary | ||
| Discretionary | 1,020 | 1,975.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,020 | 1,975.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,975.5 | |
| Total | 1,020 | 1,975.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000939219] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 40 |
| Serves | Institutional, Retail |
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