|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stanley-Laman Group Ltd
✚
|
|
|---|---|
| CRD # | 112112 |
| SEC # | 801-45568 |
| CIK # | 0001601489 |
| AUM | $979.3 M (2025-04-16) |
| Employees | 25 (40% Investors, 24% Brokers) |
| Phone | 610-993-9100 |
| Address | 1235 Westlakes Dr Berwyn, PA 19312 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.3 | ||
| Cameco Corp | 13.1 | ||
| United Technologies Corp /DE/ | 9.4 | ||
| Linde PLC | 9.3 | ||
| Entergy Corp /DE/ | 7.8 | ||
| Apple Inc | 7.4 | ||
| Freshworks Inc | 7.4 | ||
| Datadog Inc | 7.4 | ||
| Ambarella Inc | 7.3 | ||
| Amazon Com Inc | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | SLG All Markets Portfolio LP | [2016-03-23] | 273.0 | 39.4 |
| HF | SLG Fixed Income Portfolio LP | [2016-03-23] | 0.0 | 0.0 |
| HF | SLG High Growth Portfolio LP | [2016-03-23] | 1.7 | 1.8 |
| HF | SLG International Opportunities LP | 2012-03-28 | 120.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 2.1 |
| (b) Individuals (high net worth individuals) | 213 | 715.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 120.6 |
| (g) Pension and profit sharing plans | 0 | 8.5 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 74 | 130.5 |
| (n) Other | 0 | 0.0 |
| Total | 791 | 979.3 |
| By Discretionary | ||
| Discretionary | 691 | 922.7 |
| Non-Discretionary | 100 | 56.6 |
| Total | 791 | 979.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.5 | |
| United States Persons | 959.8 | |
| Total | 791 | 979.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| William Stanley | 6 | ||
| James Laman | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001601489] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ativo Capital Management LLC
✚
|
IL | 1.0 |
|
Jackson Square Partners LLC
✚
|
CA | 1.0 |
|
RJA Asset Management LLC
✚
|
CT | 1.0 |
|
Wescap Management Group Inc
✚
|
CA | 1.0 |
|
Beach Investment Counsel Inc
✚
|
PA | 1.0 |
|
Nuverse Advisors LLC
✚
|
FL | 1.0 |
|
Tran Capital Management LP
✚
|
CA | 1.0 |
|
Fourthstone LLC
✚
|
MO | 1.0 |
|
SG Capital Management LLC
✚
|
IL | 1.0 |
|
Trigran Investments Inc
✚
|
IL | 1.0 |