Sterneck Capital Management LLC

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Sterneck Capital Management LLC
CRD #111463
SEC #801-45256
CIK #1438574
AUM $218.7 MM (90% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone816-531-2254
Address4510 Belleview Avenue
Kansas City, MO 64111
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
109087265443621802000200620132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.08.1
VMOT7.7
RSP6.5
JPIN5.8
SPY5.1
JPUS4.9
FPF1,300.04.2
SPEM3.0
FB491,090.02.4
GILD82,070.02.4
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Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Sterneck Value & Opportunity LP 9.4
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Omega Financial Group LLC
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Levitt Capital Management LLC
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Kerns Capital Management Inc
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Skyview Investment Advisors LLC
NJ 0.2
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