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| McGowan Group Asset Management Inc
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| |
|---|---|
| CRD # | 154127 |
| SEC # | 801-71582 |
| CIK # | 0001633227 |
| AUM | $996.7 M (2025-03-26) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 214-720-4400 |
| Address | 300 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| DoubleLine Income Solutions Fund | 39.5 | ||
| BlackRock Corporate High Yield Fund Inc | 36.8 | ||
| Cohen & Steers Infrastructure Fund Inc | 36.7 | ||
| Exxon Mobil Corp | 27.6 | ||
| British American Tobacco PLC | 26.5 | ||
| Plains GP Holdings LP | 25.9 | ||
| Ares Capital Corp | 25.6 | ||
| United Parcel Service Inc | 22.0 | ||
| Eaton Vance Tax Advantaged Dividend Income Fund | 20.1 | ||
| 3M Co | 19.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 690 | 648.4 |
| (b) Individuals (high net worth individuals) | 30 | 302.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 11.1 |
| (h) Charitable organizations | 12 | 18.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,050 | 996.7 |
| By Discretionary | ||
| Discretionary | 1,907 | 915.8 |
| Non-Discretionary | 143 | 80.9 |
| Total | 2,050 | 996.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 996.7 | |
| Total | 2,050 | 996.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001633227] | |
| SC 13G | [0001633227] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Banyan Tree Asset Management LLC
✚
|
CA | 1.0 |
|
Cohen Capital Management Inc
✚
|
CA | 1.0 |
|
Verus Financial Partners Inc
✚
|
VA | 1.0 |
|
Barton Investment Management LLC
✚
|
PA | 1.0 |
|
Financial Perspectives Inc
✚
|
MN | 1.0 |
|
Smith Brothers Financial LLC
✚
|
CT | 1.0 |
|
Enclave Advisors LLC
✚
|
TX | 1.0 |
|
GR Financial Group LLC
✚
|
AZ | 1.0 |
|
Schaefer Financial Management Inc
✚
|
CO | 1.0 |
|
The Gleason Group Inc
✚
|
KY | 1.0 |