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| Searle & Co
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|---|---|
| CRD # | 13035 |
| SEC # | 801-68574 |
| CIK # | 0000710127, 1000071012 |
| AUM | 629.9 M (2025-12-16) |
| Employees | 13 (54% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-869-4800 |
| Address | 333 Greenwich Avenue Greenwich, CT 06830 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 23.2 | ||
| Microsoft Corp | 14.9 | ||
| Caterpillar Inc | 13.9 | ||
| American Express Co | 12.6 | ||
| AbbVie Inc | 10.5 | ||
| Johnson & Johnson | 9.5 | ||
| Philip Morris International Inc | 9.3 | ||
| Bank of America Corp /DE/ | 9.2 | ||
| Palo Alto Networks Inc | 9.2 | ||
| United Technologies Corp /DE/ | 9.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 3.6 |
| (b) Individuals (high net worth individuals) | 119 | 621.5 |
| (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 | 1 | 4.8 |
| (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 | 129 | 629.9 |
| By Discretionary | ||
| Discretionary | 119 | 601.1 |
| Non-Discretionary | 10 | 28.8 |
| Total | 129 | 629.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 629.9 | |
| Total | 129 | 629.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000710127] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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|
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|
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|
Ariadne Wealth Management LP
✚
|
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|
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✚
|
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|
Phraction Management LLC
✚
|
CT | 625.5 M |