M&R Capital Management Inc

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Assets, Funds, Holdings

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M&R Capital Management Inc
CRD #110472
SEC #801-44950
CIK #0001057395
AUM
Employees 7 (71% Investors, 0% Brokers)
Phone212-584-8999
Address25 Union Place
Summit, NJ 07901
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
70056042028014002001200920172025
Sector Form 13F Holdings Value ($M)
Apple Inc 37.8
Broadcom Inc 33.2
Alphabet Inc 21.0
Lowes Companies Inc 19.0
Amazon Com Inc 14.7
VISA Inc 14.6
Vistra Energy Corp 13.9
Merck & Co Inc 13.8
Microsoft Corp 12.8
J P Morgan Chase & Co 11.9
View All
Holdings by Sector ($M)
50040030020010002013201720212025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 177 58.0
(b) Individuals (high net worth individuals) 324 394.1
(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 2 1.4
(h) Charitable organizations 10 68.7
(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 0.0
(n) Other 0 0.0
Total 513 522.3
By Discretionary
Discretionary 497 491.9
Non-Discretionary 16 30.4
Total 513 522.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 522.3
Total 513 522.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001057395]
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