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| Shayne & Jacobs LLC
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| CRD # | 109423 |
| SEC # | 801-56424 |
| CIK # | 0001484085 |
| AUM | 429.5 M (2026-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-250-1600 |
| Address | 4015 Hillsboro Pike Nashville, TN 37215-2776 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001484085 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 35.7 | ||
| American Express Co | 13.9 | ||
| Sysco Corp | 13.3 | ||
| Applied Materials Inc /DE | 11.1 | ||
| TechnipFMC PLC | 10.0 | ||
| Alphabet Inc | 9.2 | ||
| Goldman Sachs Group Inc | 7.4 | ||
| Microsoft Corp | 6.5 | ||
| Half Robert International Inc /DE/ | 4.7 | ||
| Wal Mart Stores Inc | 4.6 | ||
| CB Richard Ellis Group Inc | 4.6 | ||
| Walt Disney Co | 4.4 | ||
| PulteGroup Inc/MI/ | 4.4 | ||
| Delphi Automotive PLC | 3.8 | ||
| Wells Fargo & Co/MN | 3.7 | ||
| CDW Corp | 3.6 | ||
| Apple Inc | 3.5 | ||
| UnitedHealth Group Inc | 3.1 | ||
| Omnicom Group Inc | 3.0 | ||
| Thor Industries Inc | 2.7 | ||
| Philip Morris International Inc | 2.6 | ||
| AGCO Corp /DE | 2.6 | ||
| United Technologies Corp /DE/ | 2.6 | ||
| Laboratory Corp of America Holdings | 2.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 9.5 |
| (b) Individuals (high net worth individuals) | 137 | 375.1 |
| (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 | 14.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 26.3 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 429.5 |
| By Discretionary | ||
| Discretionary | 231 | 429.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 429.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.5 | |
| Total | 231 | 429.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001484085] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 254900C0L38Z6XEZZ286 |
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|---|---|---|
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|
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