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Vectors Research Management LLC
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CRD # | 137772 |
SEC # | 801-64986 |
CIK # | 0001750557 |
AUM | $846.0 MM (2024-03-12) |
Employees | 4 (100% Investors, 0% Brokers) |
Phone | 212-431-0857 |
Address | 65 Bleecker Street New York, NY 10012 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
WMT | 335,434.5 | 0.0 | |
IBM | 127,593.9 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
TMO | 209,733.6 | 0.0 | |
LLY | 301,789.7 | 0.0 | |
IRM | 14,284.0 | 0.0 | |
RTX | 139,471.0 | 0.0 | |
ORCL | 182,760.6 | 0.0 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Vectors Research Opportunity Master Fund Ltd | 2013-01-29 | 1.6 | |
HF | Vectors Research Opportunity Fund LP | 2012-03-29 | 1.6 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,573 | 86.3 |
(b) Individuals (high net worth individuals) | 122 | 419.4 |
(c) Banking or thrift institutions | 1 | 31.4 |
(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 | 32 | 30.4 |
(h) Charitable organizations | 15 | 5.6 |
(i) State or municipal government entities | 0 | 113.6 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 12 | 116.5 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 15 | 42.8 |
(n) Other | 0 | 0.0 |
Total | 1,771 | 846.0 |
By Discretionary | ||
Discretionary | 1,645 | 730.8 |
Non-Discretionary | 126 | 115.2 |
Total | 1,771 | 846.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 846.0 | |
Total | 1,771 | 846.0 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001750557] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ballew Advisors Inc
✚
|
MS | 1.0 |
Conway Investment Research LLC
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|
MO | 1.0 |
Toews Corporation
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|
NJ | 1.0 |
Institute for Wealth Management LLC
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|
CO | 0.9 |
Generation Capital Management LLC
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|
NY | 0.9 |
Buckingham Capital Management Inc
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|
OH | 0.9 |
Almanack Investment Partners LLC
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|
PA | 0.8 |
Ashford Capital Management Inc
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|
DE | 0.8 |
Elgethun Capital Management
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|
SD | 0.8 |
LongTail Alpha LLC
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|
CA | 0.7 |