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| Happy Holidays!! thanks for using AUM13F!! |
| Spivak Asset Management LLC
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|---|---|
| CRD # | 125714 |
| SEC # | 801-81096 |
| CIK # | |
| AUM | $392.5 M (2025-04-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 860-676-9756 |
| Address | 172 West Main Street Avon, CT 06001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 7.4 |
| (b) Individuals (high net worth individuals) | 53 | 385.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 392.5 |
| By Discretionary | ||
| Discretionary | 65 | 392.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 65 | 392.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.5 | |
| Total | 65 | 392.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tigeroak Management LLC
✚
|
TN | 0.4 |
|
Front Row Advisors LLC
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CA | 0.4 |
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Mullooly Asset Management Inc
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NJ | 0.4 |
|
Bates Financial Advisors Inc
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IL | 0.4 |
|
Laurel Wealth Planning LLC
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MN | 0.4 |
|
Beaton Management Co Inc
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MA | 0.4 |
|
Buttonwood Financial Advisors Inc
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|
MD | 0.4 |
|
Pace Financial Advisors Inc
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|
OR | 0.4 |
|
Chaney Capital Management Inc
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|
WA | 0.4 |
|
The Lam Group Inc
✚
|
0.4 |