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| Staley Capital Advisers Inc
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|
|
|---|---|
| CRD # | 107118 |
| SEC # | 801-52862 |
| CIK # | 0001106565 |
| AUM | $2.2 BB (2023-03-31) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 412-394-1292 |
| Address | One Oxford Centre Pittsburgh, PA 15219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| CVS | 122.2 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| FISV | 58.6 | 0.0 | |
| FDX | 62.2 | 0.0 | |
| BA | 82.1 | 0.0 | |
| PFE | 284.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Forum Capital Partners LP | [2012-03-15] | 51.9 | 144.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 138 | 0.1 |
| (b) Individuals (high net worth individuals) | 234 | 1.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 20 | 0.3 |
| (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 | 925 | 2.2 |
| By Discretionary | ||
| Discretionary | 925 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 925 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 925 | 2.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Brian McInerney | 5 | ||
| Michael Friday | 4 | ||
| James Roberge | 4 | ||
| Christopher Pretsch | 3 | ||
| Inc Staley Capital Advisers | 3 | ||
| John Staley IV | 3 | ||
| William Stotz | 3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001106565] | |
| SC 13G | [0001106565] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Staley Capital Advisers Inc | Staley Capital Advisers Inc | [2016-02-09] |
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PA | 2.1 |
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