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| Happy Holidays!! thanks for using AUM13F!! |
| Saxon Woods Advisors LLC
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| CRD # | 109686 |
| SEC # | 801-56910 |
| CIK # | 0001132700 |
| AUM | $683.4 M (2025-03-31) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 914-251-0880 |
| Address | 2500 Westchester Avenue Purchase, NY 10577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001132700 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Broadcom Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Agnico Eagle Mines Ltd | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Equinix Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Carrier Global Corp | 0.0 | ||
| CORN Products International Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Steel Dynamics Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Palo Alto Networks Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| Kenvue Inc | 0.0 | ||
| Kraft Foods Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| Tetra Tech Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Motorola Inc | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Intercontinentalexchange Group Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 15.1 |
| (b) Individuals (high net worth individuals) | 86 | 357.2 |
| (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 | 7.0 |
| (h) Charitable organizations | 14 | 303.8 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 683.4 |
| By Discretionary | ||
| Discretionary | 160 | 683.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 683.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 683.4 | |
| Total | 160 | 683.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001132700] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Saxon Woods Advisors LLC
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|
NY | 0.7 |
|
Alpine Woods Capital Investors LLC
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|
NY | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provident Wealth Management LLC
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|
TN | 0.7 |
|
Main Street Retirement Planning LLC
✚
|
TX | 0.7 |
|
White Lighthouse Investment Management Inc
✚
|
0.7 | |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.7 |
|
Tranquility Partners LLC
✚
|
TN | 0.7 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.7 |
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
✚
|
CA | 0.7 |
|
Financial Directions LLC
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|
AZ | 0.7 |