National Asset Management Inc

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CAFR Data
National Asset Management Inc
CRD #115927
SEC #801-64837
CIK #
AUM $2.6 BB (87% Disc, 100% US)
Employees268 (87% Investors, 99% Brokers)
Phone561-981-1000
Address5000 Trex Avenue
Boca Raton, FL 33431
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02004200920152021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.018.4
AMZN820,610.017.2
VEA14.5
BNDX11.7
USMV11.7
VTV11.1
BSV10.5
VZ237,920.010.0
VUG9.8
MSFT865,660.09.7
View All
Holdings by Sector ($)
2.11.71.30.80.40.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Innovation X Holdings III LLC [2019-09-27] 0.0 1.9
PE Innovation X Holdings QP LLC Series 2019-5 [2019-09-27] 0.0 21.5
PE Innovation X Holdings QP LLC Series 2018-6B [2019-05-23] 3.5 22.2
PE NAM Special Situations Fund I QP LLC Series 2018-6 [2019-04-25] 0.0 20.7
PE Innovation X Holdings QP LLC Series 2019-2 [2019-03-25] 0.0 0.1
PE Innovation X Holdings QP LLC Series 2019-1 [2019-02-26] 0.0 40.9
PE Innovation X Holdings QP LLC Series 2018-6 [2018-12-11] 0.0 34.1
PE Innovation X Holdings II LLC Series 2018-5 [2018-11-29] 0.0 8.6
PE Innovation X Holdings QP LLC Series 2018-5 [2018-11-29] 0.0 93.7
PE NAM Special Situations Fund VI LLC Series VI [2018-08-29] 8.5 6.2
View All
Fund Directors # Filings # Firms 2011 - 2020
Mark Goldwasser 16 3
National Asset Management Inc 40 2
David Levine 28 2
Roger Monteforte 19 2
Michael Mullen 17 2
Innovation X Management LLC 14 2
NAM Biotech Management LLC 12 2
NAM Special Situations Management LLC 11 2
Glenn Worman 4 2
William Lerner 3 2
Related Firms State AUM ($BB)
National Asset Management Inc
FL 2.6
National Private Shares Inc
FL 0.5
Comparable Firms State AUM ($BB)
Horizon Asset Management LLC
NY 5.3
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VT 3.4
PT Asset Management LLC
IL 2.3
Stelac Advisory Services LLC
NY 1.7
Vivaldi Capital Management LLC
IL 1.5
Round Table Services LLC
NJ 1.0
The Estate Planners Group LLC
PA 0.2
Preston Wealth Advisors LLC
VA 0.1
Threesixty Elements SA
0.0
Wedbush Asset Management LLC
CA 0.0
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