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| Young Richard C & Co Ltd
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|---|---|
| CRD # | 105866 |
| SEC # | 801-35765 |
| CIK # | 0001387304 |
| AUM | 1,801.4 M (2026-03-25) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 401-849-2137 |
| Address | 98 William Street Newport, RI 02840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 59.5 | ||
| SPDR Gold Trust | 51.4 | ||
| Broadcom Inc | 40.5 | ||
| iShares Silver Trust | 40.5 | ||
| Alphabet Inc | 38.1 | ||
| Caterpillar Inc | 35.8 | ||
| Nvidia Corp | 33.6 | ||
| Amazon Com Inc | 31.4 | ||
| Wal Mart Stores Inc | 27.2 | ||
| Denali Holding Inc | 27.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 147.6 |
| (b) Individuals (high net worth individuals) | 505 | 1,617.7 |
| (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 | 8 | 22.4 |
| (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 | 7 | 13.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,042 | 1,801.4 |
| By Discretionary | ||
| Discretionary | 2,042 | 1,801.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,042 | 1,801.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,801.4 | |
| Total | 2,042 | 1,801.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387304] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Serves | Retail |
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