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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 1015 Capital Partners LLC
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|---|---|
| CRD # | 328453 |
| SEC # | 801-129791 |
| CIK # | |
| AUM | $110.2 M (2025-01-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-574-7036 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 108.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 110.2 |
| By Discretionary | ||
| Discretionary | 20 | 108.9 |
| Non-Discretionary | 2 | 1.4 |
| Total | 22 | 110.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.2 | |
| Total | 22 | 110.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CLF Asset Management Inc
✚
|
WI | 0.1 |
|
Emerald Asset Management Inc
✚
|
NC | 0.1 |
|
Emergent Financial Services LLC
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|
VA | 0.1 |
|
Tritonpoint Partners LLC
✚
|
MD | 0.1 |
|
GW Financial Inc
✚
|
NV | 0.1 |
|
Hudson Oak Wealth Advisory LLC
✚
|
NJ | 0.1 |
|
Entelevest LLC
✚
|
FL | 0.1 |
|
CornerStone Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Kerr Financial Planning Corporation
✚
|
CA | 0.1 |