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⚲
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| Wittenberg Investment Management Inc
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|
|
|---|---|
| CRD # | 105792 |
| SEC # | 801-32143 |
| CIK # | 0001697790 |
| AUM | $317.5 MM (2023-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-610-6871 |
| Address | 650 Concord Street, Suite 203 Carlisle, MA 01741 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| WFC | 152,296.4 | 0.0 | |
| BAC | 278,315.2 | 0.0 | |
| USB | 69,666.4 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| NFLX | 79,791.6 | 0.0 | |
| LILA | 1,750.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 5.9 |
| (b) Individuals (high net worth individuals) | 54 | 310.7 |
| (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 | 1 | 0.8 |
| (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 | 183 | 317.5 |
| By Discretionary | ||
| Discretionary | 183 | 317.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 183 | 317.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 315.3 | |
| Total | 183 | 317.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697790] |
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