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| Cap Partners LLC
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|---|---|
| CRD # | 144779 |
| SEC # | 801-121600 |
| CIK # | 0002006870 |
| AUM | $254.7 M (2026-01-28) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 615-807-2030 |
| Address | 109 International Drive Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 7.7 | ||
| Nvidia Corp | 5.2 | ||
| Apple Inc | 3.8 | ||
| Amazon Com Inc | 3.8 | ||
| Alphabet Inc | 2.7 | ||
| MicroStrategy Inc | 2.6 | ||
| Shopify Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 117.5 |
| (b) Individuals (high net worth individuals) | 58 | 137.1 |
| (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 | 1,406 | 254.7 |
| By Discretionary | ||
| Discretionary | 1,406 | 254.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,406 | 254.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 254.5 | |
| Total | 1,406 | 254.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002006870] |
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|---|---|---|
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Sorenson Impact Advisory LLC
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UT | 0.3 |
|
Secured Retirement Advisors LLC
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0.3 | |
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Westpark Wealth Advisors Inc
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Mendota Financial Group LLC
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