Cap Partners LLC

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Assets, Funds, Holdings

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Cap Partners LLC
CRD #144779
SEC #801-121600
CIK #0002006870
AUM $220.2 M (2025-03-30)
Employees 13 (62% Investors, 0% Brokers)
Phone615-807-2030
Address109 International Drive
Franklin, TN 37067
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002011201620212026
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 7.9
Nvidia Corp 5.3
MicroStrategy Inc 4.5
Amazon Com Inc 3.7
Apple Inc 3.7
Shopify Inc 2.1
Coinbase Global Inc 2.1
Microsoft Corp 2.1
Alphabet Inc 1.7
 
 
Holdings by Sector ($M)
16012896643202022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 306 96.3
(b) Individuals (high net worth individuals) 59 123.9
(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 1,281 220.2
By Discretionary
Discretionary 1,281 220.2
Non-Discretionary 0 0.0
Total 1,281 220.2
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 220.1
Total 1,281 220.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002006870]
Comparable Firms State AUM ($B)
ROI Financial Advisors LLC
OR 0.2
Capital Wealth Alliance LLC
AZ 0.2
1492 Capital Management LLC
WI 0.2
Asset Management for Professionals Inc
WI 0.2
Walser Wealth Management Company A Limited Liability Company
FL 0.2
Banyan Capital Management Inc
GA 0.2
Defined Wealth Management LLC
OR 0.2
DCM Advisors LLC
NY 0.2
Wilkins Miller Wealth Management LLC
AL 0.2
LRZ Capital LLC
FL 0.2
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