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| Lewis Capital Management LLC
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|
|---|---|
| CRD # | 133619 |
| SEC # | 801-63956 |
| CIK # | 0001795922, 0001349267 |
| AUM | $160.2 MM (2023-03-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-276-1262 |
| Address | 9454 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| DIS | 174,716.7 | 17.7 | |
| ATRO | 336.1 | 4.1 | |
| AAPL | 2,382,844.0 | 3.7 | |
| ATEN | 1,118.4 | 2.9 | |
| CTG | 133.4 | 2.8 | |
| SILC | 223.5 | 1.8 | |
| VZ | 211,914.0 | 1.6 | |
| CRMT | 653.8 | 1.4 | |
| CMI | 27,663.6 | 1.4 | |
| AMGN | 130,083.0 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.6 |
| (b) Individuals (high net worth individuals) | 71 | 150.1 |
| (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 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 216 | 160.2 |
| By Discretionary | ||
| Discretionary | 216 | 160.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 216 | 160.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.2 | |
| Total | 216 | 160.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001349267] | |
| SC 13G | [0001349267] | |
| D | [0001795922] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lewis Capital Management LLC | Astronics Corp | [2013-01-24] |
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