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| Financial Partners Group LLC
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|---|---|
| CRD # | 165856 |
| SEC # | 801-77574 |
| CIK # | 0001677559, 0001965246, 0001540229, 0000107136, 0001050068, 0001459492, 0001577648, 0001731169 |
| AUM | |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 615-230-9700 |
| Address | 607 Commons Drive Gallatin, TN 37066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 706.0 | ||
| Microsoft Corp | 523.0 | ||
| Nvidia Corp | 460.2 | ||
| Broadcom Inc | 273.5 | ||
| J P Morgan Chase & Co | 265.3 | ||
| Amazon Com Inc | 261.8 | ||
| Alphabet Inc | 260.7 | ||
| Johnson & Johnson | 186.0 | ||
| Wal Mart Stores Inc | 169.3 | ||
| Facebook Inc | 160.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 148.8 |
| (b) Individuals (high net worth individuals) | 332 | 446.5 |
| (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 | 43.3 |
| (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 | 1,103 | 638.6 |
| By Discretionary | ||
| Discretionary | 1,103 | 638.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,103 | 638.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.6 | |
| Total | 1,103 | 638.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 4 | [0001459492] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Lincoln Partners Group Royalty Fund LNPIX
Class I Shares
|
2025-11-01 | Buy | 487,804.88 | $10.25 | 5,000,000 |
|
Lincoln Partners Group Royalty Fund LNPIX
Class I Shares
|
2025-10-01 | Buy | 1,182,178.42 | $10.57 | 12,495,626 |
|
Eagle Bulk Shipping Inc EGLE
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2021-04-06 | Sell | 75,880 | $34.87 | 2,645,936 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-04-01 | Sell | 29,783 | $35.41 | 1,054,616 |
|
Hospitality Investors Trust Inc NONE
Class C Units · derivative
|
2021-03-31 | Other | 935,104.08 | $0.00 | |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-31 | Sell | 21,989 | $36.33 | 798,860 |
|
Eagle Bulk Shipping Inc EGLE
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2021-03-30 | Sell | 13,487 | $36.34 | 490,118 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-29 | Sell | 3,300 | $36.61 | 120,813 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-26 | Sell | 9,006 | $38.36 | 345,470 |
|
Eagle Bulk Shipping Inc EGLE
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2021-03-25 | Sell | 10,716 | $38.36 | 411,066 |
|
Infrastructure & Energy Alternatives Inc IEA
Common Stock, par value $0.0001 per share
|
2021-03-23 | Other | 1,169,847 | ||
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-18 | Sell | 39,687 | $38.18 | 1,515,250 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-17 | Sell | 62,566 | $37.53 | 2,348,102 |
|
Eagle Bulk Shipping Inc EGLE
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2021-03-16 | Sell | 36,440 | $37.98 | 1,383,991 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-15 | Sell | 78,408 | $39.04 | 3,061,048 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-12 | Sell | 40,409 | $39.20 | 1,584,033 |
|
Eagle Bulk Shipping Inc EGLE
Common Stock
|
2021-03-11 | Sell | 11,555 | $39.16 | 452,494 |
|
Eagle Bulk Shipping Inc EGLE
"Common Stock, par value $0.01 per share (""Common Stock"")"
|
2021-03-10 | Sell | 5,804 | $39.62 | 229,954 |
|
Townsquare Media Inc TSQ
Warrants to purchase Class A Common Stock · derivative
|
2021-03-09 | Sell | 8,814,980 | $6.40 | 56,415,872 |
|
Townsquare Media Inc TSQ
Class B Common Stock · derivative
|
2021-03-09 | Sell | 2,151,373 | $6.40 | 13,768,787 |
| showing 20 of 200 most recent transactions | |||||