|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Staley Capital Advisers Inc
✚
|
|
|---|---|
| CRD # | 107118 |
| SEC # | 801-52862 |
| CIK # | 0001106565 |
| AUM | $2.9 B (2025-03-31) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 412-394-1292 |
| Address | One Oxford Centre Pittsburgh, PA 15219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Qualcomm Inc/DE | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Fiserv Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Boeing Co | 0.1 | ||
| Smucker J M Co | 0.1 | ||
| General Motors Co | 0.1 | ||
| Chevron Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Forum Capital Partners LP | [2012-03-15] | 51.9 | 115.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 0.0 |
| (b) Individuals (high net worth individuals) | 293 | 2.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 21 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,033 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,033 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,033 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 1,033 | 2.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brian McInerney | 6 | ||
| James Roberge | 5 | ||
| Michael Friday | 5 | ||
| Christopher Pretsch | 4 | ||
| William Stotz | 4 | ||
| John Staley IV | 4 | ||
| Inc Staley Capital Advisers | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001106565] | |
| SC 13G | [0001106565] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Staley Capital Advisers Inc | Liquidity Services Inc | [2025-05-14] |
| Staley Capital Advisers Inc | Staley Capital Advisers Inc | [2016-02-09] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Easterly Investment Partners LLC
✚
|
MA | 3.1 |
|
Alpha Cubed Investments LLC
✚
|
CA | 3.0 |
|
Cohen Klingenstein LLC
✚
|
NY | 3.0 |
|
Acorn Advisory Capital LP
✚
|
NY | 2.9 |
|
Calydon Capital LLC
✚
|
TN | 2.9 |
|
SBB Research Group LLC
✚
|
IL | 2.8 |
|
Greenwich Wealth Management LLC
✚
|
CT | 2.7 |
|
Cambria Investment Management LP
✚
|
CA | 2.7 |
|
Litman Gregory Wealth Management LLC
✚
|
CA | 2.7 |
|
Port Capital LLC
✚
|
IL | 2.6 |