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| Autumn Glory Partners LLC
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|
|
|---|---|
| CRD # | 288250 |
| SEC # | 801-110630 |
| CIK # | 0001911621 |
| AUM | $465.1 MM (2023-03-27) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 214-378-1212 |
| Address | 8235 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OKE | 25,448.2 | 5.4 | |
| WMB | 38,659.7 | 2.8 | |
| WTM | 3,745.3 | 2.8 | |
| FLO | 5,544.9 | 2.8 | |
| OGE | 7,647.7 | 2.6 | |
| GHC | 2,726.0 | 2.6 | |
| DVN | 39,243.6 | 2.4 | |
| MSFT | 1,918,222.4 | 2.2 | |
| JNJ | 465,600.2 | 2.0 | |
| ET | 31,904.4 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.9 |
| (b) Individuals (high net worth individuals) | 23 | 421.7 |
| (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 | 6 | 25.5 |
| (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 | 1 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 114 | 465.1 |
| By Discretionary | ||
| Discretionary | 114 | 465.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 465.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.1 | |
| Total | 114 | 465.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911621] |
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|---|---|---|
|
Carr Financial Group Corporation
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|
MA | 0.5 |
|
E & G Advisors LP
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TX | 0.5 |
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CORA Capital Advisors LLC
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NJ | 0.5 |
|
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IL | 0.5 |
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NJ | 0.5 |