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| Happy Holidays!! thanks for using AUM13F!! |
| Neville Rodie & Shaw Inc
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| CRD # | 104969 |
| SEC # | 801-4148 |
| CIK # | 0000071210 |
| AUM | $1.9 B (2025-01-21) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 212-725-1440 |
| Address | 200 Madison Ave New York, NY 10016-3903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CrowdStrike Holdings Inc | 3.1 | ||
| Ametek INC/ | 3.1 | ||
| Netflix Inc | 2.9 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| Conocophillips | 2.5 | ||
| ServiceNow Inc | 2.4 | ||
| Walt Disney Co | 2.4 | ||
| Wells Fargo & Co/MN | 2.4 | ||
| Verizon Communications Inc | 2.2 | ||
| Northeast Utilities | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 42.3 |
| (b) Individuals (high net worth individuals) | 230 | 1,723.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 12.6 |
| (h) Charitable organizations | 16 | 115.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 26.7 |
| (n) Other | 0 | 0.0 |
| Total | 813 | 1,919.9 |
| By Discretionary | ||
| Discretionary | 800 | 1,873.1 |
| Non-Discretionary | 13 | 46.7 |
| Total | 813 | 1,919.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.9 | |
| United States Persons | 1,905.9 | |
| Total | 813 | 1,919.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000071210] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Advisory Services LLC
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|
NC | 1.9 |
|
Newsquare Capital LLC
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|
PA | 1.9 |
|
Arbion Limited
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|
1.9 | |
|
Nadler Financial Group Inc
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|
IL | 1.9 |
|
Earned Wealth Advisors LLC
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|
CA | 1.9 |
|
EFG Asset Management Americas Corp
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|
FL | 1.9 |
|
Moneco Advisors LLC
✚
|
CT | 1.9 |
|
Heritage Investment Group Inc
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|
FL | 1.9 |
|
Reinhart Partners LLC
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|
WI | 1.9 |
|
The Wealth Alliance LLC
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|
NY | 1.9 |