The Darrow Company Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
The Darrow Company Inc
CRD #105679
SEC #801-34359
CIK #0001908169
AUM $203.6 MM (2023-03-07)
Employees 5 (60% Investors, 0% Brokers)
Phone978-369-5144
Address200 Reservoir Street
Needham, MA 02494
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
2502001501005001999200720152024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
XOM 385,508.3 0.4
UPS 157,208.0 0.4
 
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1209672482402020202120222024
Type Form D Funds Date Sold ($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
Michelle Wells 14
Thomas McFarland 3
The Darrow Company Inc 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001908169]
Comparable Firms State AUM ($BB)
CAFG Wealth Management Inc
IL 0.2
Langley Wealth Management LLC
MS 0.2
Lwealth LLC
TX 0.2
Marshall Investment Management LLC
CO 0.2
Sanctuary Wealth Management LLC
ID 0.2
Convergence Investment Partners LLC
FL 0.2
Rooney Capital Management Inc
FL 0.2
Blossom Wealth Management LLC
CA 0.2
Financial Arcitects Inc
MI 0.2
Northland Securities Inc
MN 0.2
Terms | Privacy | Guide
tony@aum13f.com