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⚲
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| Defelice Capital Management LLC
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|
|
|---|---|
| CRD # | 120029 |
| SEC # | 801-118317 |
| CIK # | |
| AUM | $52.8 MM (2022-08-01) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 949-300-2810 |
| Address | 317 Granny White Pike Brentwood, TN 37027 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.6 |
| (b) Individuals (high net worth individuals) | 6 | 51.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 52.8 |
| By Discretionary | ||
| Discretionary | 48 | 52.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 48 | 52.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 52.8 | |
| Total | 48 | 52.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Derastone LLC
✚
|
NY | 0.1 |
|
W&S Brokerage Services Inc
✚
|
OH | 0.1 |
|
Agile Capital Inc
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|
IN | 0.1 |
|
Philadelphia Partners Capital Management LLC
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|
MD | 0.1 |
|
Wallstreeticom LLC
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|
NY | 0.1 |
|
Financial Planning Associates LLC
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NY | 0.1 |
|
North Woods Asset Management LLC
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|
NY | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
C & C Financial Services Inc
✚
|
NY | 0.1 |
|
Merlin Capital Inc
✚
|
RI | 0.1 |