Shikiar Asset Management Inc

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Assets, Funds, Holdings

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Shikiar Asset Management Inc
CRD #107533
SEC #801-44062
CIK #0001058022
AUM $477.0 MM (2024-03-27)
Employees 7 (57% Investors, 0% Brokers)
Phone212-888-6565
Address1350 Avenue of The Americas
New York, NY 10019
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002001200920172025
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 ($MM)
4003202401608002013201720212025
AUM Breakdown Accounts AUM ($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
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