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| Autumn Glory Partners LLC
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|---|---|
| CRD # | 288250 |
| SEC # | 801-110630 |
| CIK # | 0001911621 |
| AUM | 747.6 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-378-1212 |
| Address | 8235 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Oneok Inc /New/ | 8.3 | |
| Microsoft Corp | 4.1 | |
| Williams Companies Inc | 4.0 | |
| Verizon Communications Inc | 3.6 | |
| Chevron Corp | 3.4 | |
| J P Morgan Chase & Co | 3.0 | |
| OGE Energy Corp | 3.0 | |
| AbbVie Inc | 2.5 | |
| White Mountains Insurance Group Ltd | 2.4 | |
| Washington Post Co | 2.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.8 |
| (b) Individuals (high net worth individuals) | 35 | 594.4 |
| (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 | 61.5 |
| (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 | 12 | 88.5 |
| (n) Other | 2 | 0.4 |
| Total | 175 | 747.6 |
| By Discretionary | ||
| Discretionary | 175 | 747.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 175 | 747.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 747.6 | |
| Total | 175 | 747.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911621] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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