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REIK & Co LLC
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CRD # | 142414 |
SEC # | 801-67284 |
CIK # | 0001388028 |
AUM | $348.3 MM (2023-03-14) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 212-262-4441 |
Address | 15 West 53rd Street New York, NY 10019-5401 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
CHD | 22,123.7 | 116.3 | |
MKC | 23,279.8 | 40.0 | |
CTAS | 38,012.7 | 28.7 | |
USB | 69,666.4 | 24.1 | |
WSM | 8,142.2 | 15.4 | |
SJM | 13,542.5 | 9.7 | |
KO | 269,985.6 | 7.3 | |
SBUX | 87,554.3 | 6.5 | |
NFLX | 79,791.6 | 5.7 | |
MSFT | 1,918,222.4 | 5.1 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 4 | 1.8 |
(b) Individuals (high net worth individuals) | 59 | 225.4 |
(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 | 2 | 2.4 |
(h) Charitable organizations | 2 | 15.5 |
(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 | 4 | 103.2 |
(n) Other | 0 | 0.0 |
Total | 117 | 348.3 |
By Discretionary | ||
Discretionary | 113 | 322.0 |
Non-Discretionary | 4 | 26.3 |
Total | 117 | 348.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 348.3 | |
Total | 117 | 348.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001388028] | |
SC 13G | [0001388028] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
---|---|---|
REIK & Co LLC | REIK & Co LLC | [2015-09-08] |
REIK & Co LLC | REIK & Co LLC | [2015-01-29] |
REIK & Co LLC | REIK & Co LLC | [2014-02-10] |
REIK & Co LLC | REIK & Co LLC | [2013-02-11] |
REIK & Co LLC | REIK & Co LLC | [2012-01-31] |
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