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The Darrow Company Inc
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CRD # | 105679 |
SEC # | 801-34359 |
CIK # | 0001908169 |
AUM | $203.6 MM (2023-03-07) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 978-369-5144 |
Address | 200 Reservoir Street Needham, MA 02494 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 0.4 | |
UPS | 157,208.0 | 0.4 | |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | DWM Strategic Equity Income Fund LLC | [2012-03-28] | 54.3 | 46.9 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 57 | 28.6 |
(b) Individuals (high net worth individuals) | 66 | 175.0 |
(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 | 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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 391 | 203.6 |
By Discretionary | ||
Discretionary | 391 | 203.6 |
Non-Discretionary | 0 | 0.0 |
Total | 391 | 203.6 |
By Non-United States Persons | ||
Non-United States Persons | 2.8 | |
United States Persons | 200.8 | |
Total | 391 | 203.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Michelle Wells | 14 | ||
Thomas McFarland | 3 | ||
The Darrow Company Inc | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001908169] |
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