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| Newman Dignan & Sheerar Inc
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|---|---|
| CRD # | 107565 |
| SEC # | 801-41412 |
| CIK # | 0001566493 |
| AUM | 731.3 M (2026-05-06) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 401-351-4010 |
| Address | 260 West Exchange Street Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 17.3 | ||
| Apple Inc | 16.3 | ||
| ETFS Gold Trust | 12.3 | ||
| Nvidia Corp | 11.2 | ||
| Microsoft Corp | 10.0 | ||
| Broadcom Inc | 8.3 | ||
| Amazon Com Inc | 7.2 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Quanta Services Inc | 5.7 | ||
| Johnson & Johnson | 5.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 65.1 |
| (b) Individuals (high net worth individuals) | 249 | 617.1 |
| (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 | 4 | 10.5 |
| (h) Charitable organizations | 8 | 36.9 |
| (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 | 6 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,182 | 731.3 |
| By Discretionary | ||
| Discretionary | 1,177 | 720.4 |
| Non-Discretionary | 5 | 10.9 |
| Total | 1,182 | 731.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 731.3 | |
| Total | 1,182 | 731.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001566493] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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