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| Richard P Slaughter Associates Inc
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| |
|---|---|
| CRD # | 109080 |
| SEC # | 801-55455 |
| CIK # | 0001811783 |
| AUM | $796.8 MM (2024-08-20) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 512-918-0000 |
| Address | 9600 North Mopac Austin, TX 78759 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSM | 437,370.3 | 5.9 | |
| AAPL | 2,382,844.0 | 4.8 | |
| JPM | 340,169.2 | 4.7 | |
| PFE | 284,248.0 | 4.4 | |
| T | 147,547.0 | 4.1 | |
| SHEL | 196,226.7 | 3.9 | |
| AVGO | 201,282.9 | 3.8 | |
| MRK | 232,371.9 | 3.7 | |
| BP | 93,834.6 | 3.5 | |
| PR | 3.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 273 | 107.9 |
| (b) Individuals (high net worth individuals) | 242 | 688.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,616 | 796.8 |
| By Discretionary | ||
| Discretionary | 1,415 | 780.8 |
| Non-Discretionary | 201 | 16.0 |
| Total | 1,616 | 796.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 793.7 | |
| Total | 1,616 | 796.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811783] |
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