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Yorktown Management and Research Co Inc
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CRD # | 105083 |
SEC # | 801-23441 |
CIK # | 0001313559 |
AUM | $753.4 MM (2023-03-13) |
Employees | 13 (62% Investors, 31% Brokers) |
Phone | 434-846-1361 |
Address | 106 Annjo Court Forest, VA 24551-2630 |
Source | [IAPD] [EDGAR] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LPLA | 15,308.4 | 2.2 | |
SANM | 2,531.1 | 2.0 | |
RMBS | 2,387.7 | 1.6 | |
MLI | 3,033.5 | 1.4 | |
NOVT | 4,437.7 | 1.3 | |
RGEN | 9,170.3 | 1.3 | |
LSCC | 6,787.0 | 1.3 | |
BWA | 8,636.7 | 1.2 | |
CLF | 8,343.3 | 1.2 | |
NVEE | 1,766.6 | 1.1 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
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 | 1 | 753.4 |
(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 | 6 | 753.4 |
By Discretionary | ||
Discretionary | 6 | 753.4 |
Non-Discretionary | 0 | 0.0 |
Total | 6 | 753.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 753.4 | |
Total | 6 | 753.4 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001313559] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Applied Finance Advisors LLC
✚
|
TX | 0.8 |
Ophir Asset Management US LLC
✚
|
CO | 0.8 |
Dearborn Capital Management LLC
✚
|
IL | 0.8 |
VCC Advisors LLC
✚
|
NY | 0.8 |
Brigham Management LLC
✚
|
TX | 0.8 |
Mesirow Institutional Investment Management Inc
✚
|
IL | 0.8 |
Man Investments Australia Limited
✚
|
0.8 | |
Propel Venture Partners Management Co LLC
✚
|
CA | 0.8 |
Strenta Investment Management Inc
✚
|
FL | 0.8 |
Mutual of America Life Insurance Company
✚
|
NY | 0.7 |