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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
✚
|
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 |