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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Design Private Wealth LLC
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|---|---|
| CRD # | 300472 |
| SEC # | 801-127160 |
| CIK # | |
| AUM | $86.4 M (2025-05-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-610-8290 |
| Address | 36 Maplewood Avenue Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 50.3 |
| (b) Individuals (high net worth individuals) | 35 | 36.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 86.4 |
| By Discretionary | ||
| Discretionary | 456 | 86.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 456 | 86.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 86.4 | |
| Total | 456 | 86.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Amazz Investment Management Inc
✚
|
NY | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Sterling Asset Management Co Inc
✚
|
0.1 | |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Capital Endurance Group Inc
✚
|
GA | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
SHFP LLC
✚
|
0.1 | |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |