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| Happy Holidays!! thanks for using AUM13F!! |
| Sanders Morris LLC
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| CRD # | 20580 |
| SEC # | 801-66300 |
| CIK # | |
| AUM | $991.7 M (2025-03-24) |
| Employees | 28 (46% Investors, 43% Brokers) |
| Phone | 713-224-3100 |
| Address | 600 Travis Houston, TX 77002-3003 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 426 | 171.2 |
| (b) Individuals (high net worth individuals) | 303 | 648.8 |
| (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 | 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 | 729 | 819.9 |
| By Discretionary | ||
| Discretionary | 729 | 819.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 819.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.9 | |
| Total | 729 | 819.9 |
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|---|---|---|
|
Wellington Shields Capital Management LLC
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NY | 1.0 |
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|
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|
Aspire Growth Partners LLC
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1.0 | |
|
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|
CT | 1.0 |
|
Brighton Securities Corp
✚
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NY | 1.0 |
|
GIA Partners LLC
✚
|
NY | 1.0 |
|
Credicorp Capital Advisors LLC
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|
FL | 1.0 |