|
⚲
|
| Pettee Investors Inc
✚
|
|
|---|---|
| CRD # | 105553 |
| SEC # | 801-34750 |
| CIK # | 0001596901 |
| AUM | $191.9 M (2026-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 203-957-8880 |
| Address | 137 Rowayton Avenue Rowayton, CT 06853 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 14.1 | ||
| Johnson & Johnson | 9.6 | ||
| Alphabet Inc | 8.1 | ||
| Apple Inc | 8.1 | ||
| Microsoft Corp | 7.8 | ||
| United Rentals Inc /DE | 6.7 | ||
| Amazon Com Inc | 5.2 | ||
| Seagate Technology PLC | 5.2 | ||
| International Business Machines Corp | 3.8 | ||
| Wal Mart Stores Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.7 |
| (b) Individuals (high net worth individuals) | 27 | 176.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 191.9 |
| By Discretionary | ||
| Discretionary | 64 | 191.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 191.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.9 | |
| Total | 64 | 191.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001596901] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
RFP Financial Group LLC
✚
|
GA | 0.2 |
|
First American Asset Advisory LLC
✚
|
NY | 0.2 |
|
K2 Financial Inc
✚
|
CA | 0.2 |
|
Old Rock Asset Management LLC
✚
|
0.2 | |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
The Capital Group Fiduciary Advisors LLC
✚
|
0.2 | |
|
Strategic Advisory Partners LLC
✚
|
NC | 0.2 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.2 |