McGowan Group Asset Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
McGowan Group Asset Management Inc
CRD #154127
SEC #801-71582
CIK #0001633227
AUM $837.5 MM (2024-06-26)
Employees 10 (80% Investors, 0% Brokers)
Phone214-720-4400
Address300 Crescent Court
Dallas, TX 75201
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
90072054036018002010201520202025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
DSL 1,236.2 47.6
HYT 1,162.7 39.4
NVO 245,328.6 32.6
XOM 385,508.3 29.8
UTF 2,402.8 29.4
ARCC 8,938.4 21.6
UNM 6,925.7 21.0
PAGP 2,056.9 21.0
MRK 232,371.9 20.8
LLY 301,789.7 19.9
View All
Holdings by Sector ($MM)
80064048032016002014201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 674 570.8
(b) Individuals (high net worth individuals) 22 221.7
(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 5 10.4
(h) Charitable organizations 12 16.4
(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 5 18.1
(n) Other 0 0.0
Total 2,001 837.5
By Discretionary
Discretionary 1,878 778.8
Non-Discretionary 123 58.7
Total 2,001 837.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 837.5
Total 2,001 837.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001633227]
SC 13G [0001633227]
Form 13D/13G Filer Form 13D/13G Subject Filed
McGowan Group Asset Management Inc Nuveen Global High Income Fund [2021-02-16]
McGowan Group Asset Management Inc Templeton Emerging Markets Income Fund [2021-02-16]
McGowan Group Asset Management Inc Clearbridge Energy Midstream Opportunity Fund Inc [2021-02-16]
Comparable Firms State AUM ($BB)
American Financial Advisors LLC
GA 0.9
Baseline Wealth Management Ltd
0.9
Chemistry Wealth Management LLC
NY 0.8
Smith Brothers Financial LLC
CT 0.8
Barton Investment Management LLC
PA 0.8
Geometric Wealth Advisors LLC
DC 0.8
Penn Davis McFarland Inc
TX 0.8
Systm Wealth Solutions LLC
IL 0.8
JLB & Associates Inc
MI 0.8
Cheviot Value Management LLC
CA 0.8
Terms | Privacy | Guide
tony@aum13f.com