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| Happy Holidays!! thanks for using AUM13F!! |
| Luther King Capital Management Corporation
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| CRD # | 110093 |
| SEC # | 801-14458 |
| CIK # | 0000310051 |
| AUM | $30.1 B (2025-06-27) |
| Employees | 105 (69% Investors, 1% Brokers) |
| Phone | 817-332-3235 |
| Address | 301 Commerce Street Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.5 | ||
| Apple Inc | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Lawson Products Inc/New/De/ | 1.0 | ||
| Amazon Com Inc | 0.7 | ||
| Oracle Corp | 0.6 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| Home Depot Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | 301 Onramp Co-Investment Partnership LP | 2024-06-28 | 3.5 | |
| PE | LKCM Headwater Intuity Co-Investment Partnership LP | [2023-06-28] | 10.3 | 11.2 |
| PE | LKCM Headwater Investments IV LP | [2023-06-28] | 975.0 | 1,126.6 |
| PE | LKCM Headwater IL Co-Investment Partnership LP | [2022-06-28] | 11.4 | 23.1 |
| PE | LKCM Headwater PM Co-Investment Partnership LP | [2022-06-28] | 159.0 | 317.9 |
| PE | LKCM Headwater Investments III LP | [2019-06-27] | 600.0 | 1,209.5 |
| PE | LKCM Headwater II Sidecar Partnership LP | [2018-06-29] | 385.0 | 369.3 |
| PE | LKCM Capital Partners I LP | [2015-06-26] | 50.2 | 55.9 |
| PE | LKCM Headwater Investments II LP | [2015-06-26] | 385.0 | 660.3 |
| HF | LKCM International Equity LP | [2015-06-26] | 9.0 | 16.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,317 | 10.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 1.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 6.1 |
| (g) Pension and profit sharing plans | 36 | 0.7 |
| (h) Charitable organizations | 245 | 4.6 |
| (i) State or municipal government entities | 6 | 0.3 |
| (j) Other investment advisers | 515 | 2.4 |
| (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 | 235 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,608 | 30.1 |
| By Discretionary | ||
| Discretionary | 3,590 | 29.9 |
| Non-Discretionary | 18 | 0.2 |
| Total | 3,608 | 30.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 29.6 | |
| Total | 3,608 | 30.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| John King | 21 | ||
| Jacob Smith | 14 | ||
| Corbin Robertson III | 9 | ||
| J King | 19 | ||
| Mason King | 10 | ||
| David Lehmann | 6 | ||
| J King Jr | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000310051] | |
| 3 | [0000310051] | |
| 4 | [0000310051] | |
| SC 13D | [0000310051] | |
| SC 13G | [0000310051] |
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Strategic Investment Management LLC
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|
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|
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NY | 29.0 |
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Summit Trail Advisors LLC
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NY | 23.6 |
|
Offit Capital Advisors LLC
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NY | 20.4 |
|
Oxford Financial Group Ltd LLC
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|
IN | 19.7 |