|
⚲
|
| Shikiar Asset Management Inc
✚
| |
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001058022 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 0.1 | |
| Amazon Com Inc | 1,092,997.8 | 0.0 | |
| Alphabet Inc | 1,482,566.4 | 0.0 | |
| Novo Nordisk A S | 245,328.6 | 0.0 | |
| Microsoft Corp | 1,918,222.4 | 0.0 | |
| Blackstone Secured Lending Fund | 4,025.1 | 0.0 | |
| Advanced Micro Devices Inc | 131,458.5 | 0.0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 0.0 | |
| Royal Bank of Canada | 136,439.1 | 0.0 | |
| Ace Ltd | 82,373.7 | 0.0 | |
| Aramark Holdings Corp | 7,945.5 | 0.0 | |
| Incyte Corp | 16,752.4 | 0.0 | |
| MGM Resorts International | 12,730.4 | 0.0 | |
| FPL Group Inc | 150,166.4 | 0.0 | |
| SLM Corp | 0.0 | ||
| Cigna Corp | 84,461.4 | 0.0 | |
| Linde PLC | 147,499.4 | 0.0 | |
| Goldman Sachs BDC Inc | 1,787.2 | 0.0 | |
| Freeport McMoran Copper & Gold Inc | 44,631.0 | 0.0 | |
| Golub Capital BDC Inc | 2,213.1 | 0.0 | |
| Bank of America Corp /DE/ | 278,315.2 | 0.0 | |
| Devon Energy Corp/DE | 39,243.6 | 0.0 | |
| SLM Corp | 4,334.3 | 0.0 | |
| Fortress Transportation & Infrastructure Investors LLC | 0.0 | ||
| Coty Inc | 6,713.5 | 0.0 | |
| Gaming & Leisure Properties Inc | 11,555.4 | 0.0 | |
| Prev | Page 1 | Next | |||
| 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 |