Salem Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Salem Capital Management Inc
CRD #108622
SEC #801-34265
CIK #0001049648
AUM
Employees 5 (40% Investors, 0% Brokers)
Phone781-932-9005
Address400 Unicorn Park Drive
Woburn, MA 01801
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
50040030020010001999200720152024
Sector Form 13F Holdings Value ($M)
Microsoft Corp 8.9
Merck & Co Inc 7.0
Pfizer Inc 6.1
Bank of America Corp /DE/ 6.0
Honeywell International Inc 5.6
Weyerhaeuser Co 5.3
Cisco Systems Inc 5.3
Devon Energy Corp/DE 4.8
Corning Inc /NY 4.5
Lowes Companies Inc 4.2
View All
Holdings by Sector ($M)
2502001501005002012201520192023
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 17 11.3
(b) Individuals (high net worth individuals) 68 256.8
(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 4.8
(h) Charitable organizations 8 12.1
(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 94 285.0
By Discretionary
Discretionary 93 280.6
Non-Discretionary 1 4.4
Total 94 285.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 285.0
Total 94 285.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001049648]
Terms | Privacy | Guide
tony@aum13f.com