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| Coston McIsaac and Partners Inc
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|---|---|
| CRD # | 194515 |
| SEC # | 801-96330 |
| CIK # | 0001945037 |
| AUM | 466.9 M (2026-05-21) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 207-288-4747 |
| Address | 38 Rodick Streetsuite B Bar Harbor, ME 04609-1806 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Williams Sonoma Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Consolidated Edison Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,019 | 197.1 |
| (b) Individuals (high net worth individuals) | 235 | 269.8 |
| (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 | 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 | 1,254 | 466.9 |
| By Discretionary | ||
| Discretionary | 1,254 | 466.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,254 | 466.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 466.9 | |
| Total | 1,254 | 466.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001945037] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1,254 |
| Serves | Institutional, Retail |
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|---|---|---|
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