ST. Denis J. Villere & Co, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 105159
- Registered since
- November 1, 1940
- Website
- villere.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.24%
- Charitable Organizations21.73%
- Investment Companies9.34%
- Individuals5.23%
- Corporations / Businesses4.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
ST. Denis J. Villere & Co, LLC is a long-established registered investment adviser organized as an LLC and first registered with the SEC in 1940. The firm is owned by an individual and serves both individual & family and institutional clients. Its advisory work centers on discretionary portfolio management across private clients, small businesses, investment companies and institutional entities, and it charges fees based on a percentage of assets under management. The firm does not describe itself as an active ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
Contacts
3 of 5Ruth Giardina
CCOCRD 7905186
George Young
Portfolio ManagerCRD 1316383
Lamar Villere
Partner, Portfolio ManagerCRD 2937434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$27.7M in ETFs
100%
$27.6M
<1%
$111K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $8.4M | 246,998 | 30.15% |
Location
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 601 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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