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⚲
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| M Kulyk & Associates LLC
✚
| |
|---|---|
| CRD # | 290887 |
| SEC # | 801-112089 |
| CIK # | 0001842370 |
| AUM | $632.0 MM (2024-03-08) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 404-294-5917 |
| Address | 148 Mead Road Decatur, GA 30030 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 19.0 | |
| NVDA | 399,550.0 | 17.1 | |
| AAPL | 2,382,844.0 | 14.9 | |
| GOOGL | 1,475,138.5 | 14.0 | |
| TSM | 437,370.3 | 12.9 | |
| RY | 136,439.1 | 11.5 | |
| HD | 277,648.0 | 10.6 | |
| CSCO | 178,309.9 | 10.6 | |
| AXP | 107,077.6 | 10.4 | |
| V | 419,260.5 | 8.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | CW Alpha Fund | 2021-04-27 | 7.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 133.6 |
| (b) Individuals (high net worth individuals) | 185 | 485.5 |
| (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 | 7.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 5.3 |
| (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 | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,854 | 632.0 |
| By Discretionary | ||
| Discretionary | 1,837 | 629.1 |
| Non-Discretionary | 17 | 2.9 |
| Total | 1,854 | 632.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 632.0 | |
| Total | 1,854 | 632.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842370] |
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