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Shikiar Asset Management Inc
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CRD # | 107533 |
SEC # | 801-44062 |
CIK # | 0001058022 |
AUM | $477.0 MM (2024-03-27) |
Employees | 7 (57% Investors, 0% Brokers) |
Phone | 212-888-6565 |
Address | 1350 Avenue of The Americas New York, NY 10019 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 0.1 | |
AMZN | 1,092,997.8 | 0.0 | |
GOOG | 1,482,566.4 | 0.0 | |
NVO | 245,328.6 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
BXSL | 4,025.1 | 0.0 | |
AMD | 131,458.5 | 0.0 | |
TSM | 437,370.3 | 0.0 | |
RY | 136,439.1 | 0.0 | |
CB | 82,373.7 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 130 | 444.0 |
(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 | 0.0 |
(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 | 10 | 33.0 |
(n) Other | 0 | 0.0 |
Total | 231 | 477.0 |
By Discretionary | ||
Discretionary | 220 | 472.0 |
Non-Discretionary | 11 | 5.0 |
Total | 231 | 477.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 477.0 | |
Total | 231 | 477.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001058022] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Evernest Financial Advisors
✚
|
IN | 0.5 |
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
Tortuga Advisers LLC
✚
|
CA | 0.5 |
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
Allen Wealth Management LLC
✚
|
NC | 0.5 |
Independent Investors Inc
✚
|
NY | 0.5 |
Essex LLC
✚
|
IL | 0.5 |
Weber Asset Management Inc
✚
|
NY | 0.5 |
Old Peak Finance LLC
✚
|
NC | 0.5 |
Carsonallaria Wealth Management Ltd
✚
|
IL | 0.5 |