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| van Cleef Asset Management Inc
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| |
|---|---|
| CRD # | 105768 |
| SEC # | 801-32604 |
| CIK # | 0001085146, 0001482935 |
| AUM | $894.0 MM (2024-03-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 216-464-0253 |
| Address | 3201 Enterprise Pkwy Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PGR | 67,509.2 | 168.2 | |
| AAPL | 2,382,844.0 | 92.8 | |
| MSFT | 1,918,222.4 | 57.3 | |
| GOOGL | 1,475,138.5 | 32.6 | |
| LAMR | 9,043.1 | 24.9 | |
| LIN | 147,499.4 | 22.1 | |
| XOM | 385,508.3 | 18.9 | |
| PLTR | 19,053.8 | 17.6 | |
| PAYX | 43,278.8 | 17.0 | |
| GOOG | 1,482,566.4 | 16.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 41.2 |
| (b) Individuals (high net worth individuals) | 127 | 848.8 |
| (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 | 1 | 3.5 |
| (h) Charitable organizations | 1 | 0.6 |
| (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 | 652 | 894.0 |
| By Discretionary | ||
| Discretionary | 634 | 864.6 |
| Non-Discretionary | 18 | 29.5 |
| Total | 652 | 894.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 894.0 | |
| Total | 652 | 894.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001085146] | |
| 13F-HR | [0001482935] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rae & Lipskie Investment Counsel Inc
✚
|
0.9 | |
|
Headinvest LLC
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|
ME | 0.9 |
|
Hemington Wealth Management LLC
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|
VA | 0.9 |
|
Haven Global Partners LLC
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|
GA | 0.9 |
|
Adams Asset Advisors LLC
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|
TX | 0.9 |
|
Gateway Wealth Partners LLC
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|
WI | 0.9 |
|
Dean Investment Associates LLC
✚
|
OH | 0.9 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 0.9 |
|
Maren Capital LLC
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|
IL | 0.9 |
|
Keeley-Teton Advisors LLC
✚
|
IL | 0.9 |