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| Happy Holidays!! thanks for using AUM13F!! |
| Montag & Caldwell LLC
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| CRD # | 104841 |
| SEC # | 801-15398 |
| CIK # | 0000067698 |
| AUM | $577.0 M (2025-03-25) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 404-836-7141 |
| Address | 3455 Peachtree Rd NE Ste 1500 Atlanta, GA 30326-3280 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Montag & Caldwell Large Cap Growth Commingled Fund LP | 2012-03-28 | 4.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 0.0 |
| (b) Individuals (high net worth individuals) | 99 | 0.3 |
| (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 | 6 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 0.6 |
| By Discretionary | ||
| Discretionary | 196 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 196 | 0.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000067698] |
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