Capital Preservation Partners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Capital Preservation Partners Inc
CRD #126340
SEC #801-69807
CIK #
AUM $262.2 MM (2024-03-30)
Employees 3 (67% Investors, 0% Brokers)
Phone914-337-2272
Address55 Pondfield Road
Bronxville, NY 10708-3703
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002006201220182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 198 84.5
(b) Individuals (high net worth individuals) 41 173.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 3 4.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 636 262.2
By Discretionary
Discretionary 633 258.2
Non-Discretionary 3 4.0
Total 636 262.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 262.2
Total 636 262.2
Comparable Firms State AUM ($BB)
Lifespan Financial Strategies Inc
FL 0.3
Unionview LLC
WA 0.3
Rede Wealth LLC
VA 0.3
Twin Lakes Capital Management LLC
CA 0.3
Kellett Wealth Advisors LLC
OH 0.3
Redwood Wealth Management Group LLC
NJ 0.3
Phillips Wealth Planners LLC
MS 0.3
Wealth Benefit Advisors LLC
TX 0.3
MC Byrd Wealth Management LLC
TX 0.3
Copley Financial Group Inc
CA 0.3
Terms | Privacy | Guide
tony@aum13f.com