⚲
|
Bluepath Capital Management LLC
✚
| |
---|---|
CRD # | 282635 |
SEC # | 801-122063 |
CIK # | 0001911391 |
AUM | $203.1 MM (2024-08-23) |
Employees | 14 (43% Investors, 14% Brokers) |
Phone | 404-890-5606 |
Address | 218 Roswell St NE Marietta, GA 30060 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AFL | 36,008.8 | 6.7 | |
MSFT | 1,918,222.4 | 4.0 | |
TSLA | 723,390.3 | 3.1 | |
AMZN | 1,092,997.8 | 3.1 | |
NVDA | 399,550.0 | 3.0 | |
AAPL | 2,382,844.0 | 3.0 | |
HD | 277,648.0 | 2.9 | |
COST | 207,576.9 | 2.7 | |
XOM | 385,508.3 | 2.7 | |
META | 434,852.0 | 1.9 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 495 | 86.7 |
(b) Individuals (high net worth individuals) | 65 | 61.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 55.2 |
(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 | 1,473 | 203.1 |
By Discretionary | ||
Discretionary | 1,473 | 203.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1,473 | 203.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 203.1 | |
Total | 1,473 | 203.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001911391] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |
CGI Plan Advisors Inc
✚
|
PA | 0.2 |
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |
One Advisory Partners LLC
✚
|
KS | 0.2 |
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
Voyager Capital Management LLC
✚
|
WI | 0.2 |
Olistico Wealth LLC
✚
|
OK | 0.2 |
New Century Financial Group LLC
✚
|
NJ | 0.2 |
Avery Wealth Inc
✚
|
MI | 0.2 |
Tricord Advisors Inc
✚
|
CA | 0.2 |