PhiloSmith Capital Corporation

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
PhiloSmith Capital Corporation
CRD #162082
SEC #801-76154
CIK #0001701057, 0001942361
AUM $315.9 MM (2024-01-30)
Employees 10 (60% Investors, 50% Brokers)
Phone203-348-7365
AddressSix Landmark Square
Stamford, CT 06901
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
RGA 7.8 0.0
ACGL 16.8 0.0
PRI 4.6 0.0
BRO 16.3 0.0
AJG 34.3 0.0
RNR 6.9 0.0
AFL 36.0 0.0
AIG 44.6 0.0
CB 82.4 0.0
AMP 26.8 0.0
View All
Holdings by Sector ($BB)
504030201002015201820212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 251.8
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 64.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(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 0.0
(n) Other 0 0.0
Total 13 315.9
By Discretionary
Discretionary 11 64.1
Non-Discretionary 2 251.8
Total 13 315.9
By Non-United States Persons
Non-United States Persons 13.9
United States Persons 302.0
Total 13 315.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001701057]
13F-HR [0001942361]
Comparable Firms State AUM ($BB)
H L Ormond & Company LLC
NC 0.3
Navigoe LLC
CA 0.3
Keyes Stange & Wooten Wealth Management LLC
FL 0.3
Familywealth Advisers LLC
FL 0.3
River Street Advisors LLC
IL 0.3
Snider Retirement Strategies Inc
WA 0.3
MPWM Advisory Solutions LLC
GA 0.3
Lifesteps Financial Inc
CA 0.3
The Karras Company Inc
UT 0.3
LPWM LLC
MN 0.3
Terms | Privacy | Guide
tony@aum13f.com