|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| FCA Partners LLC
✚
|
|
|---|---|
| CRD # | 322393 |
| SEC # | 801-129208 |
| CIK # | |
| AUM | $741.2 M (2025-03-28) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 704-972-2684 |
| Address | 300 South Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 741.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 741.2 |
| By Discretionary | ||
| Discretionary | 1 | 741.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 741.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 741.2 | |
| Total | 1 | 741.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Highcrest Capital LLC
✚
|
TX | 0.8 |
|
IFC Core Investment Management LLC
✚
|
NC | 0.8 |
|
Arrow Capital PTY Ltd
✚
|
0.7 | |
|
Lumint Corporation
✚
|
MA | 0.7 |
|
Sherbrooke Park Advisers LLC
✚
|
NY | 0.7 |
|
BCPC Advisors LP
✚
|
MA | 0.7 |
|
Agile Investment Management LLC
✚
|
0.7 | |
|
EFG Asset Management North America Corp
✚
|
OR | 0.7 |
|
Flowstone Partners LLC
✚
|
0.7 | |
|
Aetna Asset Advisors LLC
✚
|
CT | 0.7 |