|
⚲
|
| Capasso Planning Partners LLC
✚
|
|
|---|---|
| CRD # | 294673 |
| SEC # | 801-120995 |
| CIK # | 0001911938 |
| AUM | $332.8 MM (2024-03-29) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 843-608-8487 |
| Address | 635 East Bay Street Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 115.6 |
| (b) Individuals (high net worth individuals) | 75 | 208.5 |
| (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 | 1 | 0.1 |
| (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 | 6 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,588 | 332.8 |
| By Discretionary | ||
| Discretionary | 1,506 | 323.8 |
| Non-Discretionary | 82 | 9.0 |
| Total | 1,588 | 332.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 332.8 | |
| Total | 1,588 | 332.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911938] |
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