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⚲
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| Atlantic Private Wealth LLC
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|
|---|---|
| CRD # | 311517 |
| SEC # | 801-120757 |
| CIK # | 0001893143 |
| AUM | $894.0 M (2026-02-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 919-968-2977 |
| Address | 308 West Rosemary Street Chapel Hill, NC 27516 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001893143 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 71.2 |
| (b) Individuals (high net worth individuals) | 128 | 717.0 |
| (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 | 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 | 2 | 105.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,339 | 894.0 |
| By Discretionary | ||
| Discretionary | 1,330 | 891.0 |
| Non-Discretionary | 9 | 3.0 |
| Total | 1,339 | 894.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.7 | |
| United States Persons | 870.3 | |
| Total | 1,339 | 894.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001893143] |
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|---|---|---|
|
SFAM LLC
✚
|
IL | 0.9 |
|
Key Client Fiduciary Advisors LLC
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NJ | 0.9 |
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NJ | 0.9 |
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Compass Financial Management LLC
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FL | 0.9 |
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Vance Wealth LLC
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CA | 0.9 |
|
Autopilot Advisers LLC
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NY | 0.9 |
|
Investment Partners Ltd
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|
OH | 0.9 |
|
Headinvest LLC
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ME | 0.9 |
|
Swisspartners Advisors AG
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0.9 | |
|
Southland Equity Partners LLC
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0.9 |