Financial Partners Capital Management LLC
- Assets, Funds, Holdings
| Financial Partners Capital Management LLC
|
| CRD # | 105667 |
| SEC # | 801-19567 |
| CIK # | 0001694870, 0001049650, 0001619278, 0001171473 |
| AUM |
|
| Employees |
10 (80% Investors, 0% Brokers)
|
| Phone | 646-277-7310 |
| Address | 150 East 52nd Street
New York, NY 10022-6265 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| Sector |
Form 13F Holdings |
Cap ($BB) |
Value ($BB) |
|
V
|
419.3 |
0.0 |
|
MA
|
309.6 |
0.0 |
|
STX
|
15.7 |
0.0 |
|
FOXA
|
18.2 |
0.0 |
|
TDG
|
29.1 |
0.0 |
|
VMC
|
19.1 |
0.0 |
|
KKR
|
28.8 |
0.0 |
|
NYT
|
4.8 |
0.0 |
| |
| |
| |
| Holdings by Sector ($BB) |
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
137
|
71.1 |
| (b) Individuals (high net worth individuals) |
147
|
666.6 |
| (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 |
4.0 |
| (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 |
688 |
741.8 |
| By Discretionary |
| Discretionary |
570 |
649.2 |
| Non-Discretionary |
118 |
92.6 |
| Total |
688 |
741.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
230.0 |
| United States Persons |
|
511.8 |
| Total |
688 |
741.8 |
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