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| Happy Holidays!! thanks for using AUM13F!! |
| The Rikoon Group LLC
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|---|---|
| CRD # | 131435 |
| SEC # | 801-63095 |
| CIK # | 0001576654 |
| AUM | $72.2 M (2025-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 505-989-3581 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.6 | ||
| Blackstone Group LP | 27.9 | ||
| Capital Southwest Corp | 18.2 | ||
| Amazon Com Inc | 17.8 | ||
| Procter & Gamble Co | 17.4 | ||
| Johnson & Johnson | 17.2 | ||
| Enterprise Products Partners L P | 16.2 | ||
| Microsoft Corp | 15.7 | ||
| Netflix Inc | 14.2 | ||
| AbbVie Inc | 13.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 192 | 71.8 |
| (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 | 2 | 0.4 |
| (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 | 194 | 72.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 194 | 72.2 |
| Total | 194 | 72.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 72.2 | |
| Total | 194 | 72.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001576654] | |
| 13F-NT | [0001576654] |
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