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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ned Davis Research Inc
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|---|---|
| CRD # | 112260 |
| SEC # | 801-60241 |
| CIK # | |
| AUM | $0.2 M (2024-12-18) |
| Employees | 70 (84% Investors, 0% Brokers) |
| Phone | 941-412-2300 |
| Address | 3665 Bee Ridge Road Sarasota, FL 34233 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 0.0 |
| (b) Individuals (high net worth individuals) | 26 | 0.0 |
| (c) Banking or thrift institutions | 80 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 25 | 0.0 |
| (j) Other investment advisers | 998 | 0.0 |
| (k) Insurance companies | 27 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 10 | 0.0 |
| (m) Corporations or other businesses not listed above | 88 | 0.0 |
| (n) Other | 1 | 0.2 |
| Total | 1 | 0.2 |
| By Discretionary | ||
| Discretionary | 1 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 1 | 0.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capri Capital LP
✚
|
IL | 0.0 |
|
Camberlink LLC
✚
|
NY | 0.0 |
|
Defined Contribution Advisors Inc
✚
|
MN | 0.0 |
|
DLJ Merchant Banking LP
✚
|
NY | 0.0 |
|
Emerging Managers Group LP
✚
|
NY | 0.0 |
|
Chase Fleming Asset Management USA Inc
✚
|
NY | 0.0 |
|
Discern Investment Analytics Inc
✚
|
CA | 0.0 |
|
DLJ Investment Associates LP
✚
|
NY | 0.0 |
|
Wealthramp Inc
✚
|
0.0 | |
|
A I M Advisors Inc
✚
|
TX | 0.0 |