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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lieblong & Associates Inc
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|---|---|
| CRD # | 42578 |
| SEC # | 801-78968 |
| CIK # | |
| AUM | $174.2 M (2025-01-02) |
| Employees | 4 (25% Investors, 100% Brokers) |
| Phone | 501-219-2003 |
| Address | 10809 Executive Center Drive Little Rock, AR 72211 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Key Colony Fund LP | 2013-12-12 | 84.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 13.9 |
| (b) Individuals (high net worth individuals) | 67 | 62.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 84.5 |
| (g) Pension and profit sharing plans | 0 | 8.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 174.2 |
| By Discretionary | ||
| Discretionary | 123 | 174.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 123 | 174.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.2 | |
| Total | 123 | 174.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
EMC Capital Management LLC
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|
TX | 0.2 |
|
Topturn Capital LLC
✚
|
CA | 0.2 |
|
Crystal Rock Capital Management LLC
✚
|
IL | 0.2 |
|
Steinberg Asset Management LLC
✚
|
NY | 0.2 |
|
Oberon Asset Management LLC
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|
NY | 0.2 |
|
Modum Asset Management LLC
✚
|
0.2 | |
|
White Rock Capital Management LP
✚
|
TX | 0.2 |
|
Equity Armor Investments LLC
✚
|
IL | 0.2 |
|
Penbrook Management LLC
✚
|
NY | 0.2 |
|
MICA Creek Capital LLC
✚
|
CO | 0.2 |