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| Happy Holidays!! thanks for using AUM13F!! |
| LJ Altfest & Co Inc
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|---|---|
| CRD # | 110130 |
| SEC # | 801-18320 |
| CIK # | 0000712050 |
| AUM | $1.6 B (2025-02-24) |
| Employees | 42 (45% Investors, 0% Brokers) |
| Phone | 212-406-0850 |
| Address | 445 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.3 | ||
| Microsoft Corp | 15.3 | ||
| Amazon Com Inc | 13.9 | ||
| World Currency Gold Trust | 12.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 11.8 | ||
| SPDR Gold Trust | 11.2 | ||
| Nvidia Corp | 9.0 | ||
| One Liberty Properties Inc | 8.5 | ||
| Lilly Eli & Co | 8.2 | ||
| Broadcom Inc | 6.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Arden Woods Real Estate LLC | 2021-03-30 | 0.0 | |
| HF | Altfest Alternative Value Fund I LLC | [2014-05-09] | 10.9 | 11.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 145.1 |
| (b) Individuals (high net worth individuals) | 391 | 1,445.0 |
| (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 | 3 | 18.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 12.7 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,191 | 1,622.5 |
| By Discretionary | ||
| Discretionary | 3,191 | 1,622.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,191 | 1,622.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 1,620.7 | |
| Total | 3,191 | 1,622.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lewis Altfest | 3 | ||
| Altfest Personal Wealth Management NA | 1 | ||
| Altfest Personal Wealth Management | 1 | ||
| Altfest Management LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000712050] |
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