|
⚲
|
| Keyboard |
| Lewis Capital Management LLC
✚
|
|
|---|---|
| CRD # | 133619 |
| SEC # | 801-63956 |
| CIK # | 0001795922, 0001349267 |
| AUM | 180.2 M (2026-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-276-1262 |
| Address | 9454 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001795922 0001349267 |
| Sector | Form 13F Holdings | Value ($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 | ||
| McDonalds Corp | 1.0 | ||
| Avalonbay Communities Inc | 1.0 | ||
| Qualcomm Inc/DE | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| Procter & Gamble Co | 1.0 | ||
| Pfizer Inc | 0.9 | ||
| Netflix Inc | 0.9 | ||
| American Express Co | 0.8 | ||
| UnitedHealth Group Inc | 0.8 | ||
| C H Robinson Worldwide Inc | 0.8 | ||
| Wal Mart Stores Inc | 0.7 | ||
| Brookfield Asset Management Inc | 0.6 | ||
| Texas Instruments Inc | 0.6 | ||
| Goldman Sachs Group Inc | 0.6 | ||
| Medtronic Holdings Ltd | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.7 |
| (b) Individuals (high net worth individuals) | 70 | 173.6 |
| (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 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 180.2 |
| By Discretionary | ||
| Discretionary | 184 | 180.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 180.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 179.7 | |
| Total | 184 | 180.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrity Capital Management LLC
✚
|
TN | 180.5 M |
|
Cyr Financial Inc
✚
|
IL | 180.5 M |
|
Roxbury Financial LLC
✚
|
NJ | 180.5 M |
|
Vera Lake Capital LLC
✚
|
MN | 180.4 M |
|
Steven G Blum and Associates LLC
✚
|
PA | 180.2 M |
|
Lander & Associates Inc
✚
|
180.2 M | |
|
Martin Fleisher JD PC
✚
|
180.1 M | |
|
T2 Asset Management LLC
✚
|
IL | 180.0 M |
|
Flack Ember Louise
✚
|
180.0 M | |
|
Golden Bay Advisors LLC
✚
|
179.8 M |