M. Kraus & Co is an investment advisor in Shelburne with $492.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
30351863
SEC advisor number
801-52060
FINRA CRD number
106749
AUM ?
$492.90 mm
(as of 25 Oct 22)
Accounts
426
(as of 25 Oct 22)
Employees
4
(4 investment advisory or research)
Address
M. Kraus & Co
4076 SHELBURNE ROAD
BUILDING A, SUITE 7C
SHELBURNE
VT 05482
4076 SHELBURNE ROAD
BUILDING A, SUITE 7C
SHELBURNE
VT 05482
Office hours
Monday - Friday, M-TH:9:00AM TO 5:00PM; F: 9:00AM TO 4:00PM
Phone
802-985-2620
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kraus, Aileen, Jane | President | 05/1996 | > 75% |
| Capano, Christopher, Michael | Executive Vice President | 11/2014 | < 5% |
| Dalton, Denise, Marie | Senior Vice President / Chief Compliance Officer | 01/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Oct 24
13F-HR
Quarterly holdings report by institutional manager
10 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22