FFT Wealth Management LLC

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Assets, Funds, Holdings

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FFT Wealth Management LLC
CRD #151225
SEC #801-70638
CIK #0001653199
AUM $1.3 BB (29% Disc, 100% US, 2020-08-24)
Employees 25 (72% Investors, 0% Brokers)
Phone212-488-1390
AddressOne Tower Bridge
West Conshohocken, PA 19428
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02009201320172021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 1.2
AMZN 733,590.0 1.1
BABA 355,310.0 0.6
MA 209,190.0 0.6
 
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002014201620182021
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Bala Capital Opportunity Fund LP 2014-03-26 18.7
Other Green Mountain US Fund LP [2013-04-01] 30.5 31.7
Form D Directors # Filings # Firms 2011 - 2021
Leonard Polonsky 1
Green Mountain GP Ltd 1
Forbes Family Trust 1
Georgette Bennett 1
EDGAR Form CIK 2011 - 2021
13F-HR [0001653199]
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FL 1.3
Conservest Capital Advisors Inc
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Domani Wealth LLC
PA 1.3
Baystate Wealth Management LLC
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Boys Arnold & Company Inc
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HAHN Capital Management LLC
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Cougar Global Investments Limited
1.3
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