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 $343.4 MM (2024-03-05)
Employees 5 (80% Investors, 0% Brokers)
Phone212-262-4441
Address15 West 53rd Street
New York, NY 10019-5401
Source [IAPD] [EDGAR]
Total AUM ($MM)
4503602701809002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
CHD 22,123.7 134.6
CTAS 38,012.7 43.5
MKC 23,279.8 33.3
WSM 8,142.2 31.0
USB 69,666.4 24.4
NFLX 79,791.6 8.5
KO 269,985.6 7.4
MSFT 1,918,222.4 6.4
SJM 13,542.5 6.1
SBUX 87,554.3 3.8
View All
Holdings by Sector ($MM)
4503602701809002013201720212025
AUM Breakdown Accounts AUM ($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)
B&L Asset Management LLC
MA 0.3
Altman Advisors Inc
IL 0.3
One Wealth Management Investment and Advisory Services LLC
FL 0.3
Coston McIsaac and Partners Inc
ME 0.3
Bankoh Investment Services Inc
HI 0.3
Acima Private Wealth LLC
VA 0.3
Tealwood Asset Management Inc
MN 0.3
Wakefield Asset Management LLLP
CO 0.3
Holistic Financial Partners LLC
IN 0.3
Brown Lisle/Cummings Inc
RI 0.3
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