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| Happy Holidays!! thanks for using AUM13F!! |
| Resources Management Corp
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| CRD # | 104674 |
| SEC # | 801-21902 |
| CIK # | 0000749044 |
| AUM | $986.8 M (2025-03-20) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 860-561-1245 |
| Address | 643 Prospect Avenue West Hartford, CT 06105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCP Inc | 0.1 | ||
| Susser Petroleum Partners LP | 0.1 | ||
| Zscaler Inc | 0.1 | ||
| AT&T Inc | 0.1 | ||
| Old Dominion Freight Line Inc/VA | 0.1 | ||
| Ameriprise Financial Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Halliburton Co | 0.1 | ||
| Hershey Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 71.3 |
| (b) Individuals (high net worth individuals) | 176 | 705.7 |
| (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 | 6.9 |
| (h) Charitable organizations | 7 | 40.4 |
| (i) State or municipal government entities | 2 | 7.7 |
| (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 | 26 | 154.7 |
| (n) Other | 0 | 0.0 |
| Total | 852 | 986.8 |
| By Discretionary | ||
| Discretionary | 800 | 907.0 |
| Non-Discretionary | 52 | 79.8 |
| Total | 852 | 986.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 986.8 | |
| Total | 852 | 986.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000749044] |
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