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Fuse Partners LLC
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CRD # | 168733 |
SEC # | 801-78506 |
CIK # | 0001750924 |
AUM | $903.2 MM (2024-03-26) |
Employees | 34 (56% Investors, 32% Brokers) |
Phone | 975-361-1001 |
Address | 8111 Preston Road Dallas, TX 75225 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001750924] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Wealthshield Partners LLC
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NC | 0.9 |
Allied Investment Advisors LLC
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|
MT | 0.9 |
IMA Advisory Services Inc
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KS | 0.9 |
Woodard & Co Asset Management Group Inc
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NC | 0.9 |
Hengehold Capital Management LLC
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|
OH | 0.9 |
Lucid Advisors Inc
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|
WA | 0.9 |
Consolidated Portfolio Review Corp
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|
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 |