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| Lipe & Dalton Inc
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|---|---|
| CRD # | 132737 |
| SEC # | 801-66472 |
| CIK # | 0001570396 |
| AUM | 779.9 M (2026-02-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 315-428-8585 |
| Address | 103 E Water Street Syracuse, NY 13202 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CVS Caremark Corp | 2.5 | ||
| Hewlett Packard Co | 2.4 | ||
| Martin Marietta Materials Inc | 2.3 | ||
| Visa Inc | 2.2 | ||
| LyondellBasell Industries NV | 2.2 | ||
| Lockheed Martin Corp | 2.1 | ||
| Microsoft Corp | 2.1 | ||
| Johnson & Johnson | 2.1 | ||
| F5 Networks Inc | 1.9 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.9 | ||
| 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) | 376 | 740.9 |
| (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 | 6 | 39.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 779.9 |
| By Discretionary | ||
| Discretionary | 382 | 779.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 382 | 779.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 779.9 | |
| Total | 382 | 779.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001570396] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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