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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 724 Capital LLC
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|---|---|
| CRD # | 318170 |
| SEC # | 801-123098 |
| CIK # | |
| AUM | $225.9 M (2025-04-03) |
| Employees | 13 (100% Investors, 77% Brokers) |
| Phone | 517-256-4319 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 980 | 120.6 |
| (b) Individuals (high net worth individuals) | 291 | 94.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 225.9 |
| By Discretionary | ||
| Discretionary | 1,818 | 225.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,818 | 225.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.9 | |
| Total | 1,818 | 225.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Madrone Investment Advisory LLC
✚
|
CA | 0.2 |
|
CQ Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Hunter Lewis LLC
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VA | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |
|
SPWM Advisors LLC
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|
MI | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |
|
Magnolia Private Wealth LLC
✚
|
PA | 0.2 |
|
Pan Global Advisers LLC
✚
|
CA | 0.2 |
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.2 |