REIK & Co LLC

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Assets, Funds, Holdings

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REIK & Co LLC
CRD #142414
SEC #801-67284
CIK #0001388028
AUM $348.3 MM (2023-03-14)
Employees 5 (80% Investors, 0% Brokers)
Phone212-262-4441
Address15 West 53rd Street
New York, NY 10019-5401
Source [IAPD] [EDGAR]
Total AUM ($MM)
4503602701809002006201220182024
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 ($MM)
4503602701809002011201520192024
AUM Breakdown Accounts AUM ($MM)
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
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]
Comparable Firms State AUM ($BB)
Private Wealth Advisors LLC
CA 0.3
Grunden Financial Advisory Inc
TX 0.3
Murphy Middleton Hinkle & Parker Inc
GA 0.3
Ascent Capital Management LLC
OR 0.3
Latitude Advisors LLC
FL 0.3
Cresta Advisors Ltd
TX 0.3
van Strum & Towne Inc
CA 0.3
Praetorian Wealth Management Inc
CA 0.3
Kercheville Advisors LLC
TX 0.3
Dean Jacobson Financial Services LLC
TX 0.3
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