|
⚲
|
| Keyboard |
| Charles Pratt & Company LLC
✚
|
|
|---|---|
| CRD # | 104864 |
| SEC # | 801-20651 |
| CIK # | |
| AUM | 916.1 M (2026-06-01) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 212-867-4444 |
| Address | 1270 Avenue of The Americas New York, NY 10020-1703 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | CP International Partners LP | 2019-03-25 | 22.1 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 604.0 |
| (b) Individuals (high net worth individuals) | 14 | 66.6 |
| (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 | 7 | 245.5 |
| (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 | 544 | 916.1 |
| By Discretionary | ||
| Discretionary | 402 | 886.7 |
| Non-Discretionary | 142 | 29.4 |
| Total | 544 | 916.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 916.1 | |
| Total | 544 | 916.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Founders Capital Management LLC
✚
|
CT | 920.3 M |
|
Oak Root LLC
✚
|
920.0 M | |
|
MRAZ Amerine & Associates Inc
✚
|
CA | 917.5 M |
|
Dillon & Associates Inc
✚
|
MI | 916.4 M |
|
Goodman Financial Corporation
✚
|
TX | 915.9 M |
|
Strategic Point Investment Advisors LLC
✚
|
RI | 914.8 M |
|
RMG Wealth Management LLC
✚
|
WI | 914.0 M |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 912.2 M |
|
Guardian Financial Partners LLC
✚
|
CA | 911.9 M |
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |