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|
| Keyboard |
| Wax Asset Management LLC
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|---|---|
| CRD # | 157405 |
| SEC # | 801-135836 |
| CIK # | 0001598207 |
| AUM | 181.2 M (2026-03-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-941-0111 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.6 |
| (b) Individuals (high net worth individuals) | 58 | 175.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 181.2 |
| By Discretionary | ||
| Discretionary | 125 | 181.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 181.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.2 | |
| Total | 125 | 181.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13D | [0001598207] | |
| SC 13G | [0001598207] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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