The McHugh Group LLC

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Assets, Funds, Holdings

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The McHugh Group LLC
✚
CRD #119811
SEC #801-120942
CIK #0002052657
AUM 331.3 M (2026-03-12)
Employees 1 (100% Investors, 100% Brokers)
Fees
Minimum
Phone216-529-1642
Address
Source [IAPD] [EDGAR]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 23.9
Apple Inc 10.2
Microsoft Corp 9.7
Visa Inc 9.3
Mastercard Inc 5.7
Alphabet Inc 5.7
Micron Technology Inc 5.6
Alphabet Inc 5.0
Amazon Com Inc 4.8
Broadcom Inc 2.7
View All
Holdings by Sector ($M)
200160120804002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 5 2.7
(b) Individuals (high net worth individuals) 25 328.6
(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 167 331.3
By Discretionary
Discretionary 167 331.3
Non-Discretionary 0 0.0
Total 167 331.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 331.3
Total 167 331.3
EDGAR Form CIK 2011 - 2026
13F-HR [0002052657]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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