|
⚲
|
| Toews Corporation
✚
|
|
|---|---|
| CRD # | 106304 |
| SEC # | 801-47765 |
| CIK # | |
| AUM | $1.1 BB (2023-03-23) |
| Employees | 22 (77% Investors, 50% Brokers) |
| Phone | 877-863-9726 |
| Address | 1750 Zion Road Northfield, NJ 08225-1844 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Ascension Fund LP | 2014-04-25 | 0.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 8 | 1.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 1.1 |
| By Discretionary | ||
| Discretionary | 246 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 246 | 1.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bellecapital International AG
✚
|
1.2 | |
|
Cornercap Investment Counsel Inc
✚
|
GA | 1.1 |
|
The Leuthold Group LLC
✚
|
MN | 1.1 |
|
Deschutes Portfolio Strategy LLC
✚
|
OR | 1.1 |
|
Conway Investment Research LLC
✚
|
MO | 0.9 |
|
Generation Capital Management LLC
✚
|
NY | 0.8 |
|
Ballew Advisors Inc
✚
|
MS | 0.8 |
|
Ashford Capital Management Inc
✚
|
DE | 0.8 |
|
Almanack Investment Partners LLC
✚
|
PA | 0.8 |
|
Buckingham Capital Management Inc
✚
|
OH | 0.7 |