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| Advisortrust Partners LLC
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|---|---|
| CRD # | 304967 |
| SEC # | 801-134387 |
| CIK # | 0002115523 |
| AUM | 435.3 M (2026-05-27) |
| Employees | 6 (67% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-298-2458 |
| Address | 9121 Anson Way Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 11.6 | ||
| SPDR Gold Trust | 10.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.8 | ||
| Wal Mart Stores Inc | 8.3 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Apple Inc | 7.5 | ||
| Target Corp | 5.7 | ||
| PNC Financial Services Group Inc | 5.4 | ||
| Merck & Co Inc | 5.0 | ||
| Amgen Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 34.5 |
| (b) Individuals (high net worth individuals) | 72 | 197.9 |
| (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 | 5 | 3.3 |
| (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 | 7 | 199.5 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 435.3 |
| By Discretionary | ||
| Discretionary | 523 | 435.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 435.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.3 | |
| Total | 523 | 435.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002115523] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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