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| Happy Holidays!! thanks for using AUM13F!! |
| Taurus Asset Management LLC
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| CRD # | 130930 |
| SEC # | 801-62902 |
| CIK # | 0001317209 |
| AUM | $1.4 B (2025-03-07) |
| Employees | 8 (25% Investors, 62% Brokers) |
| Phone | 212-457-9922 |
| Address | 590 Madison Avenue, 9th Flr New York, NY 10022-2524 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 71.2 | ||
| Microsoft Corp | 69.9 | ||
| J P Morgan Chase & Co | 49.9 | ||
| Amazon Com Inc | 46.5 | ||
| VISA Inc | 41.4 | ||
| Alphabet Inc | 39.1 | ||
| Intuit Inc | 32.9 | ||
| Danaher Corp /DE/ | 30.7 | ||
| Coca Cola Co | 26.8 | ||
| Costco Wholesale Corp /NEW | 26.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Taurus Absolute Return Fund | [2012-03-30] | 6.5 | 2.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 41.1 |
| (b) Individuals (high net worth individuals) | 173 | 1,080.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 99.2 |
| (h) Charitable organizations | 0 | 29.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 151.4 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 1,401.1 |
| By Discretionary | ||
| Discretionary | 468 | 1,401.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 468 | 1,401.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 21.5 | |
| United States Persons | 1,379.6 | |
| Total | 468 | 1,401.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Bradford Peck | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001317209] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bourgeon Capital Management LLC
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|
CT | 0.9 |
|
Freedom Day Solutions LLC
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|
TX | 0.6 |
|
Aston Capital Management
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FL | 0.6 |
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Friedlander & Co Inc
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WI | 0.5 |
|
Duration Asset Management LLC
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|
TX | 0.5 |
|
Salem Partners Wealth Management LLC
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|
CA | 0.4 |
|
Westport Asset Management Inc
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|
CT | 0.4 |
|
Sam Advisors LLC
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|
CA | 0.4 |
|
American Alpha Advisors LLC
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|
NY | 0.3 |
|
HMS Capital Management LLC
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|
TN | 0.3 |