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 $382.9 M (2025-03-13)
Employees 5 (80% Investors, 0% Brokers)
Phone212-262-4441
Address
Source [IAPD] [EDGAR]
Total AUM ($M)
4503602701809002004201120182026
Sector Form 13F Holdings Value ($M)
Church & Dwight Co Inc /DE/ 115.9
Cintas Corp 54.4
Williams Sonoma Inc 34.6
McCormick & Co Inc 34.0
US Bancorp de 23.4
Netflix Inc 16.3
Microsoft Corp 7.3
Coca Cola Co 5.4
Smucker J M Co 4.7
Chevron Corp 4.4
View All
Holdings by Sector ($M)
4503602701809002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 6 2.6
(b) Individuals (high net worth individuals) 51 274.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 3.8
(h) Charitable organizations 2 15.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 87.2
(n) Other 0 0.0
Total 111 382.9
By Discretionary
Discretionary 108 356.6
Non-Discretionary 3 26.3
Total 111 382.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 382.9
Total 111 382.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001388028]
SC 13G [0001388028]
Form 13D/13G Filer Form 13D/13G Subject Filed
REIK & Co LLC REIK & Co LLC [2015-09-08]
REIK & Co LLC REIK & Co LLC [2015-01-29]
REIK & Co LLC REIK & Co LLC [2014-02-10]
REIK & Co LLC REIK & Co LLC [2013-02-11]
REIK & Co LLC REIK & Co LLC [2012-01-31]
Comparable Firms State AUM ($B)
Guidance Capital Inc
KY 0.4
Flagship Private Wealth LLC
MA 0.4
Oak Asset Management LLC
CA 0.4
Turning Point Benefit Group Inc
MD 0.4
Cargile Investment Management Inc
TX 0.4
Flourish Wealth Management Inc
MN 0.4
Note Advisors LLC
NY 0.4
Seven Mile Advisory LLC
NJ 0.4
IMZ Advisory Inc
FL 0.4
Investment Management Consultants
NV 0.4
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