|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Lewis Capital Management LLC
✚
|
|
|---|---|
| CRD # | 133619 |
| SEC # | 801-63956 |
| CIK # | 0001349267, 0001795922 |
| AUM | $159.4 M (2025-06-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-276-1262 |
| Address | 9454 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Walt Disney Co | 14.4 | ||
| Astronics Corp | 5.3 | ||
| Apple Inc | 4.1 | ||
| A10 Networks Inc | 2.7 | ||
| Microsoft Corp | 1.7 | ||
| Amgen Inc | 1.4 | ||
| Cummins Inc | 1.3 | ||
| Americas Carmart Inc | 1.3 | ||
| Silicom Ltd | 1.3 | ||
| Perion Network Ltd | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 9.0 |
| (b) Individuals (high net worth individuals) | 61 | 149.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 159.4 |
| By Discretionary | ||
| Discretionary | 206 | 159.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 159.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 159.0 | |
| Total | 206 | 159.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001349267] | |
| SC 13G | [0001349267] | |
| D | [0001795922] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lewis Capital Management LLC | Astronics Corp | [2013-01-24] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Forty Two & Co
✚
|
OR | 0.2 |
|
Godfrey Financial Associates Inc
✚
|
NY | 0.2 |
|
Harbor Asset Planning Inc
✚
|
0.2 | |
|
Hoffman Capital Advisors LLC
✚
|
PA | 0.2 |
|
MRD Inc
✚
|
0.2 | |
|
Lifecourse Capital Inc
✚
|
AL | 0.2 |
|
ELM3 Financial Group LLC
✚
|
GA | 0.2 |
|
Fairscale Capital LLC
✚
|
NH | 0.2 |
|
Kopion Asset Management LLC
✚
|
TX | 0.2 |
|
Finsym Partners LLC
✚
|
0.2 |