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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| O'Rourke & Company Incorporated
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|---|---|
| CRD # | 132481 |
| SEC # | 801-64660 |
| CIK # | 0001911468 |
| AUM | $518.1 M (2024-12-04) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Phone | 617-482-4200 |
| Address | 84 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.5 | ||
| Blackstone Group LP | 8.4 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Microsoft Corp | 6.5 | ||
| KKR & Co LP | 5.2 | ||
| Apollo Global Management Inc | 3.5 | ||
| Amazon Com Inc | 3.5 | ||
| International Business Machines Corp | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Alphabet Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 75.6 |
| (b) Individuals (high net worth individuals) | 495 | 422.6 |
| (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 | 19.8 |
| (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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 518.1 |
| By Discretionary | ||
| Discretionary | 694 | 511.8 |
| Non-Discretionary | 17 | 6.2 |
| Total | 711 | 518.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 518.1 | |
| Total | 711 | 518.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001911468] |
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|---|---|---|
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VA | 0.5 |
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Summit Financial Advisors LLC
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CA | 0.5 |
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FL | 0.5 |
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CPA Asset Management Group LLC
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Trunorth Wealth Partners LLC
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Wespac Advisors Socal LLC
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CA | 0.5 |
|
Consolidated Financial Management Group LLC
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OH | 0.5 |
|
Affinity Investment Group LLC
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|
NH | 0.5 |
|
Carl Stuart Investment Advisor Inc
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TX | 0.5 |