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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wertz York Capital Management Group LLC
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|---|---|
| CRD # | 115344 |
| SEC # | 801-60690 |
| CIK # | |
| AUM | $15.7 B (2025-04-01) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 813-238-4800 |
| Address | 5502 North Nebraska Ave Tampa, FL 33604 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 7.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 20 | 7.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 15.7 |
| By Discretionary | ||
| Discretionary | 15 | 10.5 |
| Non-Discretionary | 13 | 5.2 |
| Total | 28 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.7 | |
| Total | 28 | 15.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oneamerica Asset Management LLC
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|
IN | 26.2 |
|
Cerity Partners Retirement Plan Advisors LLC
✚
|
NY | 19.0 |
|
Record Currency Management US Inc
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|
NY | 17.4 |
|
Morgan Stanley Institutional Investment Advisors LLC
✚
|
CO | 8.9 |
|
Eventide Asset Management LLC
✚
|
MA | 6.4 |
|
LM Capital Group LLC
✚
|
CA | 5.8 |
|
NPPG Plan Professionals LLC
✚
|
NJ | 4.5 |
|
Alliant Retirement Services LLC
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|
GA | 4.5 |
|
Newport Group Consulting LLC
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|
FL | 4.4 |
|
IM Global Partner Fund Management LLC
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|
CA | 3.3 |