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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Preservation Partners Inc
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|---|---|
| CRD # | 126340 |
| SEC # | 801-69807 |
| CIK # | |
| AUM | $194.7 M (2025-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 914-337-2272 |
| Address | 55 Pondfield Road Bronxville, NY 10708-3703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 355 | 66.0 |
| (b) Individuals (high net worth individuals) | 51 | 128.7 |
| (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 | 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 | 672 | 194.7 |
| By Discretionary | ||
| Discretionary | 669 | 188.9 |
| Non-Discretionary | 3 | 5.8 |
| Total | 672 | 194.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.7 | |
| Total | 672 | 194.7 |
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|---|---|---|
|
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✚
|
MI | 0.2 |
|
Echo45 Advisors LLC
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Aspirean Wealth LLC
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CA | 0.2 |
|
Financial Designs Wealth Management LLC
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FL | 0.2 |
|
Caerus Investment Advisors LLC
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|
0.2 | |
|
Gunn & Company Investment Management Inc
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FL | 0.2 |
|
AIFG Consultants Ltd
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|
NY | 0.2 |
|
Amore Ambro LLC
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|
0.2 | |
|
Hartmann Taylor Wealth Management LLC
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|
TX | 0.2 |
|
Avantra Family Wealth Inc
✚
|
PA | 0.2 |