|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| NFC Investments LLC
✚
|
|
|---|---|
| CRD # | 132844 |
| SEC # | 801-63560 |
| CIK # | 0001512858 |
| AUM | $2.0 B (2025-01-09) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 901-767-5576 |
| Address | 700 Colonial Road Memphis, TN 38117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 21.1 | ||
| Darling International Inc | 18.1 | ||
| American Express Co | 13.6 | ||
| Starwood Property Trust Inc | 13.1 | ||
| Range Resources Corp | 11.4 | ||
| First Horizon National Corp | 10.2 | ||
| Everest RE Group Ltd | 9.9 | ||
| American International Group Inc | 8.8 | ||
| Energy Transfer Equity LP | 8.0 | ||
| Triumph Bancorp Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Knox Holdings LLC | 2022-03-10 | 6.2 | |
| PE | NFC Arizona Renewables LLC | [2022-03-10] | 0.0 | 34.0 |
| PE | NFC Green Ventures LLC | [2018-01-18] | 0.0 | 19.0 |
| Other | Deleo Holdings LLC | 2017-01-27 | 0.0 | |
| Other | EU Holdings LLC | 2017-01-27 | 40.0 | |
| HF | NFC Insurance Partners LLC | [2012-01-23] | 57.4 | 130.2 |
| HF | NFC Partners LLC | 2012-01-23 | 141.5 | |
| PE | WBL Partners LLC | 2012-01-23 | 44.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 115 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.3 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 11 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 153 | 2.0 |
| By Discretionary | ||
| Discretionary | 153 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 153 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Thompson | 81 | ||
| Charles Slatery | 12 | ||
| William Thompson III | 6 | ||
| Emmel Golden III | 5 | ||
| Nfc Investments LLC | 2 | ||
| Daniel Butts | 1 | ||
| NFC Investments LLC | 1 | ||
| No First Name Nfc Investments LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cramer Rosenthal McGlynn LLC
✚
|
CT | 2.4 |
|
Brevet Capital Management LLC
✚
|
NY | 2.3 |
|
North Star Investment Management Corporation
✚
|
IL | 2.3 |
|
Spruceview Capital Partners LLC
✚
|
CO | 2.3 |
|
Bleichroeder LP
✚
|
NY | 2.2 |
|
Kintegral Advisory LLC
✚
|
NY | 2.1 |
|
Point Olema Capital Partners LP
✚
|
CA | 2.0 |
|
A16Z Perennial Management LP
✚
|
CA | 1.8 |
|
View Capital RIA LP
✚
|
TX | 1.8 |
|
CSM Capital Corporation
✚
|
NY | 1.7 |