|
⚲
|
| Pugh Capital Management Inc
✚
|
|
|---|---|
| CRD # | 111765 |
| SEC # | 801-39138 |
| CIK # | |
| AUM | $10.8 BB (2024-06-06) |
| Employees | 25 (56% Investors, 0% Brokers) |
| Phone | 206-322-4985 |
| Address | 520 Pike Street Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 14 | 3.6 |
| (h) Charitable organizations | 12 | 0.9 |
| (i) State or municipal government entities | 16 | 4.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 1.1 |
| Total | 64 | 10.8 |
| By Discretionary | ||
| Discretionary | 64 | 10.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 10.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.8 | |
| Total | 64 | 10.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Macquarie Investment Management Europe Limited
✚
|
11.1 | |
|
Verus Advisory Inc
✚
|
WA | 11.0 |
|
Symmetry Investments US LLC
✚
|
NY | 10.9 |
|
Ausbil Investment Management Limited
✚
|
10.9 | |
|
Devenir Investment Advisors LLC
✚
|
MN | 10.9 |
|
CI Global Investments Inc
✚
|
CA | 10.9 |
|
Bosera Asset Management International Co Limited
✚
|
10.8 | |
|
Sapphire Ventures LLC
✚
|
TX | 10.8 |
|
Christian Brothers Investment Services Inc
✚
|
IL | 10.7 |
|
Mirova US LLC
✚
|
MA | 10.7 |