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| M Kulyk & Associates LLC
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|---|---|
| CRD # | 290887 |
| SEC # | 801-112089 |
| CIK # | 0001842370 |
| AUM | 840.4 M (2026-03-30) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 404-294-5917 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 25.0 | ||
| Nvidia Corp | 21.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 18.7 | ||
| Microsoft Corp | 17.6 | ||
| Apple Inc | 15.0 | ||
| Cisco Systems Inc | 14.4 | ||
| Visa Inc | 14.2 | ||
| American Express Co | 12.0 | ||
| Merck & Co Inc | 11.8 | ||
| Regeneron Pharmaceuticals Inc | 11.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CW Alpha Fund | 2021-04-27 | 3.7 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 197.6 |
| (b) Individuals (high net worth individuals) | 225 | 631.8 |
| (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 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 10.2 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,208 | 840.4 |
| By Discretionary | ||
| Discretionary | 2,197 | 837.8 |
| Non-Discretionary | 11 | 2.5 |
| Total | 2,208 | 840.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 840.4 | |
| Total | 2,208 | 840.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842370] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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