Hedge Fund Database

VAN LEEUWEN & COMPANY, LLC

Adviser information for VAN LEEUWEN & COMPANY, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 4
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 242 $308.6M
Non-Discretionary 0 $0
Total 242 $308.6M

Clients

Type Number RAUM
Individuals 151 $54.8M
HNW Individuals 71 $239.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $5.0M
Charitable organizations 10 $6.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $3.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 12
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-85177
SEC ERA File Number 801-85177
SEC CIK Numbers 1769031
SEC CRD Numbers 126447
Legal Entity Identifier None

Principal Office

281 WITHERSPOON STREET
SUITE 220
PRINCETON
NJ
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 609-580-0088, Fax: 609-580-0097

Websites

www.facebook.com/vanleeuwenandco www.linkedin.com/company/van-leeuwen-and-company-llc twitter.com/vanleeuwenandco www.twitter.com/vanleeuwen281 www.vanleeuwenco.net/ www.vanleeuwenco.com

Chief Compliance Officer

KENNETH W. VAN LEEUWEN
MANAGING DIRECTOR
281 WITHERSPOON STREET
SUITE 220
PRINCETON
NJ
United States
Tel: 609-580-0088
Fax: 609-580-0097
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
VAN LEEUWEN, KENNETH, WILLIAM Individual – MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER 05/1997 > 75%

No. Employees, Historic

105020192020202120222023202420256 on 10/29/20198 on 3/12/20208 on 6/8/20207 on 3/22/20217 on 12/1/20217 on 1/25/20226 on 3/24/20226 on 5/5/20226 on 11/18/20227 on 3/20/20237 on 5/4/20237 on 3/14/2024

RAUM, Historic

400M200M02019202020212022202320242025160715464 on 10/29/2019227622805 on 3/12/2020227622805 on 6/8/2020268388579 on 3/22/2021268388579 on 12/1/2021268388579 on 1/25/2022315755159 on 3/24/2022315755159 on 5/5/2022315755159 on 11/18/2022274487160 on 3/20/2023274487160 on 5/4/2023308556260 on 3/14/2024

No. Clients, Historic

30015002019202020212022202320242025172 on 10/29/2019243 on 3/12/2020243 on 6/8/2020210 on 3/22/2021210 on 12/1/2021210 on 1/25/2022234 on 3/24/2022234 on 5/5/2022234 on 11/18/2022238 on 3/20/2023238 on 5/4/2023238 on 3/14/2024

Holdings

From latest 13F, filed May 10th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
MICROSOFT CORP COM 9M 22K –
ALPHABET INC CAP STK CL C 8M 51K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 7M 17K –
VISA INC COM CL A 7M 24K –
VERTEX PHARMACEUTICALS INC COM 7M 16K –
ROSS STORES INC COM 7M 45K –
HUBBELL INC COM 6M 15K –
NVIDIA CORPORATION COM 6M 7K –
APPLE INC COM 6M 34K –
BROADCOM INC COM 5M 4K –
ELI LILLY & CO COM 4M 6K –
QUALCOMM INC COM 4M 26K –
INGERSOLL RAND INC COM 4M 45K –
META PLATFORMS INC CL A 4M 8K –
TJX COS INC NEW COM 4M 35K –
AMAZON COM INC COM 3M 18K –
ELEVANCE HEALTH INC COM 3M 6K –
WELLS FARGO CO NEW COM 3M 51K –
BRISTOL-MEYERS SQUIBB CO COM 3M 52K –
DISNEY WALT CO COM 2M 20K –
PACCAR INC COM 2M 20K –
PHILLIPS 66 COM 2M 15K –
MOLINA HEALTHCARE INC COM 2M 6K –
APPLIED MATLS INC COM 2M 11K –
PARKER-HANNIFIN CORP COM 2M 4K –
LAM RESEARCH CORP COM 2M 2K –
THE CIGNA GROUP COM 2M 6K –
DELL TECHNOLOGIES INC CL C 2M 20K –
GRAINGER W W INC COM 2M 2K –
TEXTRON INC COM 2M 23K –
JOHNSON & JOHNSON COM 2M 14K –
FISERV INC COM 2M 14K –
SALESFORCE INC COM 2M 7K –
LOWES COS INC COM 2M 8K –
APPLOVIN CORP COM CL A 2M 31K –
ALPHABET INC CAP STK CL A 2M 14K –
CHUBB LIMITED COM 2M 8K –
RTX CORPORATION COM 2M 21K –
BOSTON SCIENTIFIC CORP COM 2M 28K –
BOOKING HOLDINGS INC COM 2M 500 –
UNITEDHEALTH GROUP INC COM 2M 4K –
PALO ALTO NETWORKS INC COM 2M 6K –
HARTFORD FINL SVCS GROUP INC COM 2M 17K –
COSTCO WHSL CORP NEW COM 2M 2K –
AKAMAI TECHNOLOGIES INC COM 2M 16K –
AIRBNB INC COM CL A 2M 10K –
EATON CORP PLC SHS 2M 5K –
LPL FINL HLDGS INC COM 2M 6K –
GENERAL ELECTRIC CO COM NEW 2M 9K –
ING GROEP N.V. SPONSORED ADR 1M 74K –
MORGAN STANLEY COM NEW 1M 12K –
CELANESE CORP DEL COM 972K 6K –
TRUIST FINANCIAL CORP COM 895K 23K –
BOEING COMPANY COM 805K 4K –
VISTRA CORP COM 651K 9K –
EXXON MOBIL CORP COM 625K 5K –
CHEVRON CORP NEW COM 615K 4K –
CITIGROUP INC COM NEW 580K 9K –
EQUITABLE HLDGS INC COM 547K 14K –
CENTENE CORP DEL COM 541K 7K –
JPMORGAN CHASE & CO COM 475K 2K –
NORFOLK SOUTHN COROP COM 475K 2K –
PEAKSTONE REALTY TRUST COMMON SHARES 405K 25K –
NIKE INC CL B 374K 4K –
BP PLC SPONSORED ADR 372K 10K –
PROCTER AND GAMBLE CO COM 339K 2K –
MERCK & CO INC COM 335K 3K –
TESLA INC COM 330K 2K –
INTEL CORP COM 312K 7K –
VOYA FINANCIAL INC COM 281K 4K –
PALANTIR TECHNOLOGIES INC CL A 275K 12K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 265K 3K –
INTERNTIONAL BUSINESS MACHS COM 259K 1K –
CELSIUS HLDGS INC COM NEW 235K 3K –
ISHARES TR MSCI EAFE ETF 5M 63K –
SELECT SECTOR SPDR TR ENERGY 4M 44K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 4M 21K –
SPDR GOLD TR GOLD SHS 3M 16K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
ISHARES TR CORE S&P500 ETF 1M 3K –
SELECT SECTOR SPDR TR FINANCIAL 1M 26K –
ISHARES TR RUSSELL 200 ETF 501K 2K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 385K 5K –
SELECT SECTOR SPDR TR COMMUNICATION 273K 3K –
SPDR SER TR PRTFLO S&P500 GW 263K 4K –
VANGUARD WORLD FD INF TECH ETF 220K 420 –
ISHARES TR RUS 1000 VAL ETF 213K 1K –
ISHARES TR ISHARES BIOTECH 206K 2K –