Fuse Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Fuse Partners LLC
CRD #168733
SEC #801-78506
CIK #0001750924
AUM $903.2 MM (2024-03-26)
Employees 34 (56% Investors, 32% Brokers)
Phone975-361-1001
Address8111 Preston Road
Dallas, TX 75225
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
20001600120080040002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
PM 158,793.3 6.6
DE 94,490.3 4.9
GLD 4.5
FI 4.1
BAX 32,855.2 3.9
MSFT 1,918,222.4 3.8
AAPL 2,382,844.0 3.7
GOOG 1,482,566.4 3.4
NVDA 399,550.0 3.4
AGNC 5,966.3 2.9
View All
Holdings by Sector ($MM)
4003202401608002019202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 987 180.1
(b) Individuals (high net worth individuals) 62 162.3
(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 57 292.2
(h) Charitable organizations 5 4.9
(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 3 24.3
(n) Other 0 0.0
Total 2,060 663.8
By Discretionary
Discretionary 2,060 663.8
Non-Discretionary 0 0.0
Total 2,060 663.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 663.8
Total 2,060 663.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001750924]
Comparable Firms State AUM ($BB)
Wealthshield Partners LLC
NC 0.9
Allied Investment Advisors LLC
MT 0.9
IMA Advisory Services Inc
KS 0.9
Woodard & Co Asset Management Group Inc
NC 0.9
Hengehold Capital Management LLC
OH 0.9
Lucid Advisors Inc
WA 0.9
Consolidated Portfolio Review Corp
NY 0.9
Strategic Wealth Investment Group LLC
KY 0.9
Portland Global Advisors LLC
ME 0.9
Souders Financial Advisors LLC
OH 0.9
Terms | Privacy | Guide
tony@aum13f.com