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| Happy Holidays!! thanks for using AUM13F!! |
| Aragon Capital LLC
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| CRD # | 166958 |
| SEC # | 801-121982 |
| CIK # | |
| AUM | $285.0 M (2025-03-28) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 786-529-6540 |
| Address | 101 NE 3rd Ave Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 760 | 132.0 |
| (b) Individuals (high net worth individuals) | 57 | 133.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,066 | 285.0 |
| By Discretionary | ||
| Discretionary | 1,030 | 258.6 |
| Non-Discretionary | 36 | 26.4 |
| Total | 1,066 | 285.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 194.8 | |
| United States Persons | 90.2 | |
| Total | 1,066 | 285.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vista Investment Management LLC
✚
|
PA | 0.3 |
|
Intrack Investment Management Inc
✚
|
VT | 0.3 |
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 | |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.3 |
|
Bernzott Capital Advisors
✚
|
CA | 0.3 |
|
Core Financial Partners Inc
✚
|
CA | 0.3 |
|
Carswell Investments LLC
✚
|
NY | 0.3 |
|
American Wealth Management Inc
✚
|
GA | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |