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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shayne & Jacobs LLC
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| CRD # | 109423 |
| SEC # | 801-56424 |
| CIK # | 0001484085 |
| AUM | $561.9 M (2025-03-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 615-250-1600 |
| Address | 4015 Hillsboro Pike Nashville, TN 37215-2776 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 35.1 | ||
| American Express Co | 13.2 | ||
| Sysco Corp | 12.9 | ||
| Microsoft Corp | 8.7 | ||
| TechnipFMC PLC | 6.1 | ||
| Goldman Sachs Group Inc | 5.8 | ||
| Bank of New York Mellon Corp | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| CB Richard Ellis Group Inc | 4.9 | ||
| Wal Mart Stores Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 8.9 |
| (b) Individuals (high net worth individuals) | 150 | 495.1 |
| (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 | 32.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 22.4 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 561.9 |
| By Discretionary | ||
| Discretionary | 250 | 561.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 561.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.9 | |
| Total | 250 | 561.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001484085] |
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