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| Happy Holidays!! thanks for using AUM13F!! |
| Park Capital Management LLC
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|---|---|
| CRD # | 158965 |
| SEC # | 801-115013 |
| CIK # | 0001833156 |
| AUM | $732.8 M (2025-06-12) |
| Employees | 9 (56% Investors, 11% Brokers) |
| Phone | 608-440-8608 |
| Address | 1601 Greenway Cross Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dicks Sporting Goods Inc | 0.7 | ||
| Scotts Miracle-Gro Co | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 148.5 |
| (b) Individuals (high net worth individuals) | 80 | 250.6 |
| (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 | 46 | 295.7 |
| (h) Charitable organizations | 7 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,338 | 732.8 |
| By Discretionary | ||
| Discretionary | 1,259 | 720.3 |
| Non-Discretionary | 79 | 12.4 |
| Total | 1,338 | 732.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 732.8 | |
| Total | 1,338 | 732.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001833156] |
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|---|---|---|
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✚
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0.7 | |
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