Taurus Asset Management LLC

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Assets, Funds, Holdings

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Taurus Asset Management LLC
CRD #130930
SEC #801-62902
CIK #0001317209
AUM
Employees 8 (25% Investors, 62% Brokers)
Phone212-457-9922
Address590 Madison Avenue, 9th Flr
New York, NY 10022-2524
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1500120090060030002003201020182026
Sector Form 13F Holdings Value ($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 ($M)
110088066044022002012201620212026
Type Form D Funds Date Sold ($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 Role # Filings # Firms 2011 - 2026
Bradford Peck 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001317209]
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