Orleans Capital Management Corp

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Assets, Funds, Holdings

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Orleans Capital Management Corp
CRD #111359
SEC #801-39597
CIK #0001013234
AUM $1.6 BB (2024-02-22)
Employees 10 (60% Investors, 0% Brokers)
Phone504-592-4680
Address830 West Causeway Approach
Mandeville, LA 70471
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 11.4
MSFT 1,918,222.4 9.6
HD 277,648.0 5.3
COST 207,576.9 5.3
UNH 477,004.0 3.8
ABBV 269,466.6 3.6
LMT 111,953.9 3.5
GS 102,858.9 3.5
NEE 150,166.4 3.3
PG 338,108.9 3.2
View All
Holdings by Sector ($MM)
2502001501005002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 12 0.0
(b) Individuals (high net worth individuals) 48 0.2
(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 2 0.0
(h) Charitable organizations 17 0.1
(i) State or municipal government entities 21 1.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 0.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 0.0
(n) Other 0 0.0
Total 208 1.6
By Discretionary
Discretionary 208 1.6
Non-Discretionary 0 0.0
Total 208 1.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.6
Total 208 1.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001013234]
Comparable Firms State AUM ($BB)
Private Wealth Asset Management LLC
NE 1.6
Greenline Partners LLC
NY 1.6
Albion Management Group
UT 1.6
Vernal Point Advisors LLC
CA 1.6
Artemis Wealth Advisors LLC
NY 1.6
Neville Rodie & Shaw Inc
NY 1.6
Mitchell Sinkler & Starr Inc
PA 1.6
Wealhouse Capital Limited Partnership
1.6
Cardinal Point Capital Management ULC
1.6
Stonebridge Financial Group LLC
PA 1.6
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