Raleigh Capital Management Inc

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Assets, Funds, Holdings

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Raleigh Capital Management Inc
CRD #149538
SEC #801-121781
CIK #0001911726, 0001889677
AUM $262.8 MM (2024-03-01)
Employees 16 (50% Investors, 6% Brokers)
Phone919-852-1215
Address1400 Crescent Green Drive
Cary, NC 27518
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 5.5
MSFT 1,918,222.4 5.2
SPEM 4.3
NVDA 399,550.0 3.8
PM 158,793.3 3.1
GOOGL 1,475,138.5 2.9
VZ 211,914.0 2.8
AMZN 1,092,997.8 2.8
DUK 81,378.5 2.6
SO 75,035.5 2.6
View All
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 289 148.5
(b) Individuals (high net worth individuals) 49 95.8
(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 36 15.8
(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 11 2.6
(n) Other 0 0.0
Total 1,406 262.8
By Discretionary
Discretionary 1,406 262.8
Non-Discretionary 0 0.0
Total 1,406 262.8
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 262.7
Total 1,406 262.8
EDGAR Form CIK 2011 - 2024
D [0001889677]
13F-HR [0001911726]
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