|
⚲
|
| McRae Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104567 |
| SEC # | 801-15717 |
| CIK # | 0000320376 |
| AUM | $795.0 M (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 973-387-1080 |
| Address | 230 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Williams Sonoma Inc | 25.5 | ||
| Keysight Technologies Inc | 24.7 | ||
| Microsoft Corp | 22.8 | ||
| Laboratory Corp of America Holdings | 22.7 | ||
| Quanta Services Inc | 17.7 | ||
| Snap-On Inc | 17.7 | ||
| Lowes Companies Inc | 17.7 | ||
| Nasdaq OMX Group Inc | 17.3 | ||
| Alphabet Inc | 17.3 | ||
| United Rentals Inc /DE | 17.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 736 | 675.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 56 | 47.3 |
| (h) Charitable organizations | 20 | 67.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 820 | 795.0 |
| By Discretionary | ||
| Discretionary | 820 | 795.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 820 | 795.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 795.0 | |
| United States Persons | 0.0 | |
| Total | 820 | 795.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000320376] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management Inc
✚
|
MA | 0.8 |
|
CIM LLC
✚
|
NY | 0.8 |
|
Francis Financial Inc
✚
|
NY | 0.8 |
|
PSI Advisors LLC
✚
|
FL | 0.8 |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 0.8 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.8 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.8 |
|
Q3 Asset Management Corporation
✚
|
MI | 0.8 |
|
BEAU Ventures LLC
✚
|
0.8 | |
|
Westhill Financial Advisors Inc
✚
|
CA | 0.8 |