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| Clifford Capital Partners LLC
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|---|---|
| CRD # | 153956 |
| SEC # | 801-78911 |
| CIK # | 0001730467 |
| AUM | $406.3 MM (2024-03-22) |
| Employees | 10 (40% Investors, 10% Brokers) |
| Phone | 385-387-1212 |
| Address | 363 S Main Street Alpine, UT 84004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| FIS | 57,577.4 | 19.0 | |
| SRCL | 4,028.9 | 18.6 | |
| PBI | 655.6 | 18.6 | |
| VOD | 43,962.1 | 17.8 | |
| MMM | 74,165.4 | 17.5 | |
| EBAY | 23,877.3 | 17.2 | |
| AXP | 107,077.6 | 17.1 | |
| DIS | 174,716.7 | 16.4 | |
| RTX | 139,471.0 | 16.2 | |
| GBCI | 5,297.8 | 15.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.1 |
| (b) Individuals (high net worth individuals) | 182 | 121.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 131.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.4 |
| (h) Charitable organizations | 15 | 145.2 |
| (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 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 406.3 |
| By Discretionary | ||
| Discretionary | 206 | 406.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 206 | 406.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.3 | |
| Total | 206 | 406.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730467] |
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|---|---|---|
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Morris Financial Concepts Inc
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SC | 0.4 |
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Everpar Advisors LLC
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