|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Rikoon Group LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001576654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.6 | ||
| Blackstone Group LP | 27.9 | ||
| Capital Southwest Corp | 18.2 | ||
| Amazon Com Inc | 17.8 | ||
| Procter & Gamble Co | 17.4 | ||
| Johnson & Johnson | 17.2 | ||
| Enterprise Products Partners L P | 16.2 | ||
| Microsoft Corp | 15.7 | ||
| Netflix Inc | 14.2 | ||
| AbbVie Inc | 13.0 | ||
| VISA Inc | 12.5 | ||
| Paypal Holdings Inc | 10.6 | ||
| Elanco Animal Health Inc | 9.3 | ||
| Main Street Capital Corp | 9.3 | ||
| Home Depot Inc | 8.9 | ||
| Abbott Laboratories | 8.4 | ||
| Pfizer Inc | 7.6 | ||
| Graphic Packaging Holding Co | 7.3 | ||
| Ford Motor Co | 7.0 | ||
| AT&T Inc | 7.0 | ||
| Exxon Mobil Corp | 7.0 | ||
| Walt Disney Co | 6.9 | ||
| 3M Co | 6.8 | ||
| BB&T Corp | 6.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XPS Capital LLC
✚
|
VA | 0.1 |
|
Buffalo First Wealth Management LLC
✚
|
NY | 0.1 |
|
Betteredge Capital LLC
✚
|
NY | 0.1 |
|
Seaside Advisory Services Inc
✚
|
CA | 0.1 |
|
CLPF LLC
✚
|
0.1 | |
|
Comprehensive Capital Management Inc
✚
|
NJ | 0.1 |
|
Stirlingshire RIA LLC
✚
|
NY | 0.1 |
|
ANEW Advisors LLC
✚
|
WI | 0.1 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |