|
⚲
|
| Box Hill Private Wealth
✚
|
|
|---|---|
| CRD # | 322620 |
| SEC # | 801-135287 |
| CIK # | 0002094120 |
| AUM | $137.5 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 480-672-2800 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002094120 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| Alphabet Inc | 2.5 | ||
| Tesla Motors Inc | 2.1 | ||
| Broadcom Inc | 1.9 | ||
| Microsoft Corp | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Micron Technology Inc | 1.3 | ||
| Facebook Inc | 1.0 | ||
| Costco Wholesale Corp /NEW | 0.9 | ||
| GameStop Corp | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.2 |
| (b) Individuals (high net worth individuals) | 37 | 133.3 |
| (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 | 193 | 137.5 |
| By Discretionary | ||
| Discretionary | 193 | 137.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 193 | 137.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.5 | |
| Total | 193 | 137.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002094120] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Entrust Investment Services Inc
✚
|
CA | 0.1 |
|
Vertis Wealth LLC
✚
|
IL | 0.1 |
|
Plan First Wealth LLC
✚
|
0.1 | |
|
Marvel Financial Planning Inc
✚
|
0.1 | |
|
Twenty Twenty Investment Advisors LLC
✚
|
0.1 | |
|
Black Walnut Wealth Management LLC
✚
|
MI | 0.1 |
|
Aventus Investment Advisors Inc
✚
|
FL | 0.1 |
|
IA Private Wealth USA Inc
✚
|
0.1 | |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 0.1 |