|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Charles Pratt & Company LLC
✚
|
|
|---|---|
| CRD # | 104864 |
| SEC # | 801-20651 |
| CIK # | |
| AUM | $876.8 M (2025-05-01) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 212-867-4444 |
| Address | 767 Third Avenue New York, NY 10017-9026 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | CP International Partners LP | 2019-03-25 | 21.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 566.4 |
| (b) Individuals (high net worth individuals) | 15 | 63.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 246.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 567 | 876.8 |
| By Discretionary | ||
| Discretionary | 417 | 844.3 |
| Non-Discretionary | 150 | 32.5 |
| Total | 567 | 876.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 876.8 | |
| Total | 567 | 876.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Golden State Equity Partners LLC
✚
|
CA | 0.9 |
|
Ameliora Wealth Management Ltd
✚
|
0.9 | |
|
The Clarus Group Inc
✚
|
TX | 0.9 |
|
Talon Private Wealth LLC
✚
|
FL | 0.9 |
|
RFG - Bristol Wealth Advisors LLC
✚
|
MA | 0.9 |
|
Burt Associates Incorporated
✚
|
MD | 0.9 |
|
Promethos Capital LLC
✚
|
MA | 0.9 |
|
Bass and Bell Inc
✚
|
AR | 0.9 |
|
Baker Ellis Asset Management LLC
✚
|
WA | 0.9 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.9 |