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| Pettee Investors Inc
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| CRD # | 105553 |
| SEC # | 801-34750 |
| CIK # | 0001596901 |
| AUM | 191.9 M (2026-03-17) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-957-8880 |
| Address | 137 Rowayton Avenue Rowayton, CT 06853 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001596901 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Nvidia Corp | 3.5 | ||
| Goldman Sachs Group Inc | 3.5 | ||
| Horton D R Inc /DE/ | 3.3 | ||
| American Express Co | 3.0 | ||
| Chevron Corp | 2.9 | ||
| Hubbell Inc | 2.7 | ||
| AbbVie Inc | 2.6 | ||
| Waste Management Inc | 2.5 | ||
| McGraw-Hill Companies Inc | 2.3 | ||
| Procter & Gamble Co | 2.3 | ||
| Home Depot Inc | 2.3 | ||
| Laboratory Corp of America Holdings | 2.2 | ||
| Intel Corp | 2.1 | ||
| General Electric Co | 2.1 | ||
| Walt Disney Co | 2.1 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vines Capital Management LLC
✚
|
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Southport Station Financial Management LLC
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|
RFP Financial Group LLC
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First American Asset Advisory LLC
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Old Rock Asset Management LLC
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Sanctuary Wealth Advisors LLC
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|
The Capital Group Fiduciary Advisors LLC
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191.5 M | |
|
Strategic Advisory Partners LLC
✚
|
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|
Spinosa Wealth Management Group LLC
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LA | 191.4 M |