|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| McRae Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104567 |
| SEC # | 801-15717 |
| CIK # | 0000320376 |
| AUM | $815.8 M (2025-03-04) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 973-387-1080 |
| Address | 230 Madison Avenue Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.2 | ||
| Check Point Software Technologies Ltd | 26.0 | ||
| Nasdaq OMX Group Inc | 25.8 | ||
| Williams Sonoma Inc | 23.1 | ||
| Laboratory Corp of America Holdings | 22.4 | ||
| Fiserv Inc | 21.9 | ||
| Lowes Companies Inc | 19.8 | ||
| Quanta Services Inc | 19.0 | ||
| Keysight Technologies Inc | 18.9 | ||
| Snap-On Inc | 16.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 751 | 681.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 60 | 46.0 |
| (h) Charitable organizations | 21 | 74.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 842 | 815.8 |
| By Discretionary | ||
| Discretionary | 842 | 815.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 842 | 815.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 813.6 | |
| Total | 842 | 815.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000320376] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intelligence Driven Advisers LLC
✚
|
CA | 0.8 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.8 |
|
Vestia Advisors LLC
✚
|
IN | 0.8 |
|
KMH Wealth Management LLC
✚
|
TX | 0.8 |
|
McLean Asset Management Corporation
✚
|
VA | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.8 |
|
Clayton Financial Services Inc
✚
|
KS | 0.8 |
|
Tufton Capital Management LLC
✚
|
MD | 0.8 |
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 0.8 |