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⚲
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| Roble Belko and Company Inc
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|
|
|---|---|
| CRD # | 123286 |
| SEC # | 801-61829 |
| CIK # | 0001642305 |
| AUM | $849.9 MM (2023-03-20) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 724-935-4990 |
| Address | 1603 Carmody Court Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001642305 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TJX Companies Inc /DE/ | 67,345.6 | 0.0 | |
| KKR Real Estate Finance Trust Inc | 1,271.2 | 0.0 | |
| Capital Trust Inc | 4,919.6 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 13.8 |
| (b) Individuals (high net worth individuals) | 114 | 774.0 |
| (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 | 6 | 8.2 |
| (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 | 7 | 53.9 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 849.9 |
| By Discretionary | ||
| Discretionary | 890 | 849.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 890 | 849.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 849.9 | |
| Total | 890 | 849.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001642305] |
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|
Garrison Point Capital LLC
✚
|
CA | 0.9 |
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TX | 0.9 |
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CT | 0.9 |
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WI | 0.9 |
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AR | 0.8 |
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MSH Capital Advisors LLC
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AZ | 0.8 |
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Fusion Family Wealth LLC
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NY | 0.8 |
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Dean Capital Management LLC
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KS | 0.8 |