|
⚲
|
| Steginsky Capital LLC
✚
| |
|---|---|
| CRD # | 109617 |
| SEC # | 801-57377 |
| CIK # | 0001120048 |
| AUM | $369.9 MM (2024-07-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 212-683-1700 |
| Address | 30 Soundview Lane Port Washington, NY 11050 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| COST | 207,576.9 | 0.1 | |
| GOOG | 1,482,566.4 | 0.1 | |
| MKL | 17,609.0 | 0.1 | |
| MLM | 18,860.2 | 0.1 | |
| FAST | 28,302.5 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 15.1 |
| (b) Individuals (high net worth individuals) | 49 | 240.5 |
| (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 | 4 | 10.8 |
| (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 | 14 | 103.6 |
| (n) Other | 0 | 0.0 |
| Total | 198 | 369.9 |
| By Discretionary | ||
| Discretionary | 198 | 369.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 198 | 369.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 118.0 | |
| United States Persons | 251.9 | |
| Total | 198 | 369.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001120048] |
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|---|---|---|
|
First Washington Corporation
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|
WA | 0.4 |
|
Denver Wealth Management Inc
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|
CO | 0.4 |
|
TFG Advisers LLC
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MI | 0.4 |
|
Vickerman Investment Advisors Inc
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WA | 0.4 |
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GGM Financials LLC
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OH | 0.4 |
|
Wealth Science Advisors LLC
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GA | 0.4 |
|
Caplan Financial Group LLC
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|
MD | 0.4 |
|
Financial Avengers Inc
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CA | 0.4 |
|
Tigeroak Management LLC
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|
NM | 0.4 |
|
Arnold Weitz & Co
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|
NE | 0.4 |