|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| North Woods Asset Management LLC
✚
|
|
|---|---|
| CRD # | 226575 |
| SEC # | 801-115081 |
| CIK # | |
| AUM | $74.8 M (2025-07-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 716-220-8497 |
| Address | 977 Delaware Ave Buffalo, NY 14209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 36.8 |
| (b) Individuals (high net worth individuals) | 21 | 36.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 74.8 |
| By Discretionary | ||
| Discretionary | 435 | 74.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 435 | 74.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 74.8 | |
| Total | 435 | 74.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reynolds Capital Management LLC
✚
|
NV | 0.1 |
|
V&V Management Group Corporation
✚
|
NY | 0.1 |
|
Weiss Financial Group LLC
✚
|
NY | 0.1 |
|
Grupp Financial LLC
✚
|
WY | 0.1 |
|
Bridges Capital LLC
✚
|
FL | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Aspire Private Wealth Counsel LLC
✚
|
TN | 0.1 |
|
Inukshuk Capital Management Inc
✚
|
0.1 | |
|
The Wealthplan LLC
✚
|
NY | 0.1 |
|
Contego Capital Group Inc
✚
|
MN | 0.1 |