|
⚲
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| Capital Preservation Partners Inc
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| |
|---|---|
| CRD # | 126340 |
| SEC # | 801-69807 |
| CIK # | |
| AUM | $262.2 MM (2024-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 914-337-2272 |
| Address | 55 Pondfield Road Bronxville, NY 10708-3703 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| 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
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|
WA | 0.3 |
|
Rede Wealth LLC
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|
VA | 0.3 |
|
Twin Lakes Capital Management LLC
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|
CA | 0.3 |
|
Kellett Wealth Advisors LLC
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|
OH | 0.3 |
|
Redwood Wealth Management Group LLC
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|
NJ | 0.3 |
|
Phillips Wealth Planners LLC
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|
MS | 0.3 |
|
Wealth Benefit Advisors LLC
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|
TX | 0.3 |
|
MC Byrd Wealth Management LLC
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|
TX | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |