Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Northeast Investment Management	[2026-06-30]	SOLE	672,961	687,273
Henry James International Management Inc	[2026-06-30]	SOLE	29,534	29,534
Cohen Klingenstein LLC	[2026-06-30]	SOLE	25,000	25,000
Horrell Capital Management Inc	[2026-06-30]	SOLE	20,154	20,154
Gamma Investing LLC	[2026-06-30]	DFND	10,240	10,240
Diversified Trust Co	[2026-06-30]	SOLE	390	6,007
Benedict Financial Advisors Inc	[2026-06-30]	SOLE	5,651	5,651
Chicago Trust Co NA	[2026-06-30]	SOLE	4,095	4,932
Yousif Capital Management LLC	[2026-06-30]	SOLE	200	4,265
Moody Lynn Lieberson & Walker LLC	[2026-06-30]	SOLE	3,140	3,140
Fulton Bank NA	[2026-06-30]	SOLE	2,850	2,850
Thurston Springer Miller Herd & Titak Inc	[2026-06-30]	SOLE	2,783	2,783
Myriad Asset Management US LP	[2026-06-30]	SOLE	2,420	2,420
Chicago Trust Co NA	[2026-06-30]	OTR	312	916
Main Street Group LTD	[2026-06-30]	SOLE	0	711
Thompson Investment Management Inc	[2026-06-30]	SOLE	325	325
Gleason Group Inc	[2026-06-30]	SOLE	0	73
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 233417945, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 2, "random_n": 1.3203576924527722}

False

347859254