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| Sterneck Capital Management LLC
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|---|---|
| CRD # | 111463 |
| SEC # | 801-45256 |
| CIK # | 0001438574 |
| AUM | 327.9 M (2026-01-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 816-531-2254 |
| Address | 1251 NW Briarcliff Pkwy Kansas City, MO 64116 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001438574 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.6 | ||
| Global MOFY Metaverse Ltd | 12.2 | ||
| Alphabet Inc | 5.7 | ||
| Alphabet Inc | 4.6 | ||
| Amazon Com Inc | 4.5 | ||
| Facebook Inc | 4.0 | ||
| Microsoft Corp | 3.3 | ||
| International Business Machines Corp | 3.2 | ||
| Autozone Inc | 1.9 | ||
| Thermo Fisher Scientific Inc | 1.6 | ||
| Walt Disney Co | 1.5 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sterneck Value & Opportunity LP | 2012-03-30 | 9.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 20.6 |
| (b) Individuals (high net worth individuals) | 129 | 302.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 3.1 |
| (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 | 8 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 327.9 |
| By Discretionary | ||
| Discretionary | 620 | 309.0 |
| Non-Discretionary | 50 | 18.9 |
| Total | 670 | 327.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 327.9 | |
| Total | 670 | 327.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001438574] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 12 (1 non-US) |
| Serves | Retail, Research |
| Fund Types | Hedge Fund |
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