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| Neville Rodie & Shaw Inc
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| CRD # | 104969 |
| SEC # | 801-4148 |
| CIK # | 0000071210 |
| AUM | 2,002.8 M (2026-01-07) |
| 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 ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Rio Tinto PLC | 2.9 | ||
| CSX Corp | 2.7 | ||
| Phillips 66 | 2.7 | ||
| Intuitive Surgical Inc | 2.5 | ||
| UnitedHealth Group Inc | 2.5 | ||
| Wells Fargo & Co/MN | 2.4 | ||
| Texas Instruments Inc | 2.4 | ||
| Northeast Utilities | 2.4 | ||
| Conocophillips | 2.3 | ||
| Ace Ltd | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 0.0 |
| (b) Individuals (high net worth individuals) | 222 | 1.8 |
| (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 | 8 | 0.0 |
| (h) Charitable organizations | 17 | 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 | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 811 | 2.0 |
| By Discretionary | ||
| Discretionary | 799 | 2.0 |
| Non-Discretionary | 12 | 0.0 |
| Total | 811 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 811 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000071210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
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|
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