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| Happy Holidays!! thanks for using AUM13F!! |
| Steward Capital Management Inc
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| CRD # | 104936 |
| SEC # | 801-32202 |
| CIK # | 0000919533 |
| AUM | $115.0 M (2025-03-29) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 248-647-5990 |
| Address | 21 East Long Lake Road Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000919533 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dominos Pizza Inc | 6.2 | ||
| Apple Inc | 1.7 | ||
| MGM Resorts International | 1.4 | ||
| Boston Beer Co Inc | 1.2 | ||
| Medtronic Holdings Ltd | 1.0 | ||
| Bank of America Corp /DE/ | 1.0 | ||
| GameStop Corp | 0.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Goldman Sachs Group Inc | 0.7 | ||
| International Business Machines Corp | 0.6 | ||
| General Electric Co | 0.3 | ||
| Federal National Mortgage Association Fannie Mae | 0.2 | ||
| Groupon Inc | 0.2 | ||
| News Corp | 0.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Steward Real Estate Partners Fund I LP | 2015-03-26 | 57.1 | |
| RE | WCERS Opportunity Fund LP | [2015-03-26] | 20.0 | 18.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 8.9 |
| (b) Individuals (high net worth individuals) | 12 | 29.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 18.0 |
| (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 | 26 | 59.1 |
| (n) Other | 0 | 0.0 |
| Total | 95 | 115.0 |
| By Discretionary | ||
| Discretionary | 69 | 37.9 |
| Non-Discretionary | 26 | 77.1 |
| Total | 95 | 115.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.0 | |
| Total | 95 | 115.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Anmar Sarafa | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000919533] |
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