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⚲
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| M Kraus & Company
✚
|
|
|---|---|
| CRD # | 106749 |
| SEC # | 801-52060 |
| CIK # | 0001593688 |
| AUM | $494.2 MM (2024-02-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 802-985-2620 |
| Address | 4076 Shelburne Road Shelburne, VT 05482 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 35.3 | |
| GOOG | 1,482,566.4 | 19.5 | |
| TMO | 209,733.6 | 17.7 | |
| LHX | 45,483.7 | 11.9 | |
| CHD | 22,123.7 | 10.8 | |
| PG | 338,108.9 | 10.4 | |
| NEE | 150,166.4 | 10.3 | |
| ITW | 56,990.9 | 10.3 | |
| NSC | 53,956.1 | 10.0 | |
| ECL | 43,790.9 | 9.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 30.9 |
| (b) Individuals (high net worth individuals) | 123 | 444.2 |
| (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 | 1 | 4.5 |
| (h) Charitable organizations | 6 | 14.1 |
| (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 | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 494.2 |
| By Discretionary | ||
| Discretionary | 458 | 459.5 |
| Non-Discretionary | 10 | 34.7 |
| Total | 468 | 494.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 488.6 | |
| Total | 468 | 494.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001593688] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capitalia Suisse
✚
|
0.5 | |
|
VSM Wealth Advisory LLC
✚
|
MD | 0.5 |
|
John A Wolfe & Associates Inc
✚
|
MI | 0.5 |
|
HZ Investments Inc
✚
|
MD | 0.5 |
|
Oak Family Advisors LLC
✚
|
IL | 0.5 |
|
Brennan John David
✚
|
CA | 0.5 |
|
Covenant Asset Management LLC
✚
|
NJ | 0.5 |
|
Lighthouse Financial LLC
✚
|
FL | 0.5 |
|
Dumont & Blake Investment Advisors LLC
✚
|
NJ | 0.5 |
|
Benin Management Corp
✚
|
CT | 0.5 |