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| O'Rourke & Company Incorporated
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|---|---|
| CRD # | 132481 |
| SEC # | 801-64660 |
| CIK # | 0001911468 |
| AUM | 555.1 M (2025-12-03) |
| Employees | 4 (50% Investors, 75% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-482-4200 |
| Address | 84 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001911468 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.6 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Blackstone Group LP | 6.0 | ||
| Alphabet Inc | 4.9 | ||
| Microsoft Corp | 4.8 | ||
| Alphabet Inc | 4.5 | ||
| Amazon Com Inc | 3.5 | ||
| KKR & Co LP | 3.4 | ||
| Health Care REIT Inc /DE/ | 2.8 | ||
| Goldman Sachs Group Inc | 2.7 | ||
| Apollo Global Management Inc | 2.5 | ||
| SPDR Gold Trust | 2.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 83.4 |
| (b) Individuals (high net worth individuals) | 494 | 456.0 |
| (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 | 15.7 |
| (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 | 738 | 555.1 |
| By Discretionary | ||
| Discretionary | 724 | 550.0 |
| Non-Discretionary | 14 | 5.0 |
| Total | 738 | 555.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.1 | |
| Total | 738 | 555.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911468] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 32 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |
|
Bigelow Investment Advisors LLC
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ME | 555.2 M |
|
Digital Wealth Partners LLC
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TX | 555.1 M |
|
Premier Wealth Advisors LLC
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NY | 555.1 M |
|
Kimery Wealth Management LLC
✚
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TN | 555.0 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M | |
|
Kercheville Advisors LLC
✚
|
TX | 554.7 M |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |