|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wittenberg Investment Management Inc
✚
|
|
|---|---|
| CRD # | 105792 |
| SEC # | 801-32143 |
| CIK # | 0001697790 |
| AUM | $364.9 M (2025-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-610-6871 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sirius XM Radio Inc | 25.3 | ||
| Apple Inc | 22.1 | ||
| Alphabet Inc | 16.4 | ||
| Alphabet Inc | 13.9 | ||
| Discovery Communications Inc | 6.6 | ||
| Microsoft Corp | 6.5 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Scripps E W Co /DE | 6.1 | ||
| Liberty Broadband Corp | 4.4 | ||
| Tidewater Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 4.0 |
| (b) Individuals (high net worth individuals) | 52 | 359.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 364.9 |
| By Discretionary | ||
| Discretionary | 155 | 364.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 364.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 360.1 | |
| Total | 155 | 364.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697790] | |
| SC 13G | [0001697790] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Wittenberg Investment Management Inc | Liberty TripAdvisor Holdings Inc | [2024-02-13] |
| Wittenberg Investment Management Inc | Sunlink Health Systems Inc | [2017-02-10] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hall Capital Management Company Inc
✚
|
RI | 0.4 |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 0.4 |
|
Taylor Financial Group Inc
✚
|
VA | 0.4 |
|
Roger Wittlin Investment Advisory LLC
✚
|
0.4 | |
|
Brandon Financial Planning Inc
✚
|
TN | 0.4 |
|
Fellowship Financial Planning LLC
✚
|
WA | 0.4 |
|
Wills Financial Group LLC
✚
|
VA | 0.4 |
|
Solomon API LLC
✚
|
FL | 0.4 |
|
Cedar Wealth Management LLC
✚
|
CA | 0.4 |
|
Capstone Capital LLC
✚
|
NV | 0.4 |