Pettee Investors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Pettee Investors Inc
CRD #105553
SEC #801-34750
CIK #
AUM $158.7 MM (98% Disc, 100% US)
Employees4 (75% Investors, 0% Brokers)
Phone203-957-8880
Address137 Rowayton Avenue
Rowayton, CT 06853
Source [IAPD] [Website]
Total AUM ($MM)
185148111743702000200620132020
Sector Holding Cap ($MM) Value ($MM)
JNJ369,000.016.1
PFE230,400.05.6
XOM337,850.04.0
INTC239,910.03.7
PG249,110.03.2
ABBV115,170.03.0
DIS171,070.02.9
CLX20,390.02.9
PEP163,770.02.5
BMY83,100.02.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
Bridge City Capital LLC
OR
0.2
Shoreline Asset Management LLC
IN
0.2
Navy Federal Asset Management LLC
VA
0.2
Banker Investment Group Inc
IN
0.2
Kolinsky Wealth Management LLC
NJ
0.2
Bryan Advisory Services LLC
PA
0.2
Innovation Partners LLC
NC
0.2
Innovation Partners Financial Services LLC
NC
0.2
Shoreline Financial Advisors LLC
CT
0.2
Intrack Investment Management Inc
VT
0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com