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Weatherhelm Capital Management LLC
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CRD # | 175019 |
SEC # | 801-81110 |
CIK # | |
AUM | $68.0 MM (2024-05-01) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 518-407-3886 |
Address | 5 Washington Street Cambridge, NY 12816 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 69 | 16.2 |
(b) Individuals (high net worth individuals) | 13 | 46.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 4.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 1.0 |
(n) Other | 0 | 0.0 |
Total | 197 | 68.0 |
By Discretionary | ||
Discretionary | 189 | 65.9 |
Non-Discretionary | 8 | 2.1 |
Total | 197 | 68.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 68.0 | |
Total | 197 | 68.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
St James Investment Advisors LLC
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|
NY | 0.1 |
Opportunus Wealth Management LLC
✚
|
WA | 0.1 |
Royale Asset Management LLC
✚
|
NY | 0.1 |
Integrated Planning & Wealth Management LLC
✚
|
IN | 0.1 |
Lake Road Advisors LLC
✚
|
NY | 0.1 |
Contego Capital Group Inc
✚
|
MN | 0.1 |
Black Hill Capital Partners LLC
✚
|
CA | 0.1 |
Weiss Financial Group LLC
✚
|
NY | 0.1 |
Sage Hill Advisory and Management LLC
✚
|
NY | 0.1 |
Lytle Investment Services Corp
✚
|
NY | 0.1 |