Tradition Asset Management LLC
- Assets, Funds, Holdings
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
174
|
63.6 |
| (b) Individuals (high net worth individuals) |
221
|
568.7 |
| (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 |
13 |
11.7 |
| (h) Charitable organizations |
6 |
8.0 |
| (i) State or municipal government entities |
0 |
69.8 |
| (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 |
5 |
4.8 |
| (n) Other |
0 |
0.0 |
| Total |
420 |
726.5 |
| By Discretionary |
| Discretionary |
416 |
706.1 |
| Non-Discretionary |
4 |
20.4 |
| Total |
420 |
726.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
726.5 |
| Total |
420 |
726.5 |
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False
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