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⚲
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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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