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| Happy Holidays!! thanks for using AUM13F!! |
| ACAP Asset Management Inc
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| CRD # | 149452 |
| SEC # | 801-118117 |
| CIK # | |
| AUM | $218.0 M (2025-02-20) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 818-272-8511 |
| Address | 12031 Ventura Blvd Studio City, CA 91604 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 7.7 |
| (b) Individuals (high net worth individuals) | 65 | 177.8 |
| (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 | 10 | 32.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,204 | 218.0 |
| By Discretionary | ||
| Discretionary | 833 | 188.3 |
| Non-Discretionary | 371 | 29.7 |
| Total | 1,204 | 218.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.0 | |
| Total | 1,204 | 218.0 |
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|---|---|---|
|
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AZ | 0.2 |
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IL | 0.2 |
|
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IN | 0.2 |
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Corepath Wealth Partners LLC
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Teeple Wealth Management LLC
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|
Adaptation Financial Advisors Inc
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Parker Financial LLC
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WA | 0.2 |
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Voyager Capital Management LLC
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WI | 0.2 |
|
Crew Capital Management Ltd
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|
OH | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 0.2 |