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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bennett Selby Investments Limited Partnership
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|---|---|
| CRD # | 137075 |
| SEC # | 801-119670 |
| CIK # | 0001840740 |
| AUM | $279.6 M (2025-03-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-335-7087 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.8 | ||
| Facebook Inc | 26.0 | ||
| Alphabet Inc | 25.6 | ||
| Priceline Com Inc | 23.2 | ||
| VISA Inc | 20.6 | ||
| Mastercard Inc | 11.2 | ||
| Microsoft Corp | 9.4 | ||
| Floor & Decor Holdings Inc | 9.2 | ||
| Marsh & McLennan Companies Inc | 8.1 | ||
| Amazon Com Inc | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 11.0 |
| (b) Individuals (high net worth individuals) | 71 | 268.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 279.6 |
| By Discretionary | ||
| Discretionary | 463 | 279.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 463 | 279.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 276.5 | |
| Total | 463 | 279.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840740] |
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|---|---|---|
|
Gutierrez Wealth Advisory LLC
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AR | 0.3 |
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Synergy Financial Partners LLC
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CO | 0.3 |
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Promontory Financial Planning LLC
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0.3 | |
|
Vaughan and Company Securities Inc
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NJ | 0.3 |
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Union Heritage Capital
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MI | 0.3 |
|
Asset Preservation Group Inc
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TX | 0.3 |
|
Horizon Family Wealth Inc
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|
IL | 0.3 |
|
Lubitz Linda S CFP PA
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|
FL | 0.3 |
|
Covington & Associates Inc
✚
|
NJ | 0.3 |
|
Moser Wealth Advisors LLC
✚
|
WA | 0.3 |