|
⚲
|
| Cardiff Park Advisors LLC
✚
|
|
|---|---|
| CRD # | 126752 |
| SEC # | 801-66660 |
| CIK # | 0001910000 |
| AUM | $2.7 B (2025-07-15) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 760-635-7526 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 132.2 | ||
| Apple Inc | 24.6 | ||
| ALTC Acquisition Corp | 18.1 | ||
| Microsoft Corp | 12.2 | ||
| Nvidia Corp | 10.2 | ||
| Amazon Com Inc | 9.8 | ||
| Alphabet Inc | 8.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 370 | 2.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,524 | 2.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 2,524 | 2.7 |
| Total | 2,524 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,524 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910000] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sigfig Wealth Management LLC
✚
|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |
|
Waters Parkerson & Co LLC
✚
|
LA | 2.7 |
|
Diversify Wealth Management LLC
✚
|
UT | 2.5 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.4 |
|
Zemenick & Walker Inc
✚
|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.3 |
|
Angeles Wealth Management LLC
✚
|
CA | 2.3 |