|
⚲
|
| Saxon Woods Advisors LLC
✚
|
|
|---|---|
| CRD # | 109686 |
| SEC # | 801-56910 |
| CIK # | 0001132700 |
| AUM | $753.5 MM (2023-03-31) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Phone | 914-251-0880 |
| Address | 2500 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| WFC | 152.3 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| LHX | 45.5 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 3.6 |
| (b) Individuals (high net worth individuals) | 113 | 476.8 |
| (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 | 7.3 |
| (h) Charitable organizations | 12 | 265.8 |
| (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 | 152 | 753.5 |
| By Discretionary | ||
| Discretionary | 152 | 753.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 753.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 753.5 | |
| Total | 152 | 753.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001132700] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 0.8 |
|
Alpine Woods Capital Investors LLC
✚
|
NY | 0.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 0.8 |
|
Soundpath Investment Advisors LLC
✚
|
MS | 0.7 |
|
Financial Perspectives Inc
✚
|
MN | 0.7 |
|
Schaefer Financial Management Inc
✚
|
CO | 0.7 |
|
Randolph Co Inc
✚
|
OH | 0.7 |
|
Southern Financial Group LLC
✚
|
AL | 0.7 |
|
J L Bainbridge & Co Inc
✚
|
FL | 0.7 |
|
GR Financial Group LLC
✚
|
AZ | 0.7 |
|
JLB & Associates Inc
✚
|
MI | 0.7 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.7 |