|
⚲
|
| Capasso Planning Partners LLC
✚
|
|
|---|---|
| CRD # | 294673 |
| SEC # | 801-120995 |
| CIK # | 0001911938 |
| AUM | $280.7 MM (2023-03-24) |
| Employees | 11 (73% Investors, 9% Brokers) |
| Phone | 843-608-8487 |
| Address | 635 East Bay Street Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.9 | |
| TTD | 21,471.3 | 5.3 | |
| WST | 21,960.5 | 1.7 | |
| JNJ | 465,600.2 | 1.6 | |
| MSFT | 1,918,222.4 | 1.4 | |
| PLUG | 9,902.9 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 112.7 |
| (b) Individuals (high net worth individuals) | 60 | 168.0 |
| (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 | 1,513 | 280.7 |
| By Discretionary | ||
| Discretionary | 1,502 | 276.1 |
| Non-Discretionary | 11 | 4.6 |
| Total | 1,513 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 1,513 | 280.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911938] |
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|---|---|---|
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