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| Gryphon Financial Partners LLC
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|---|---|
| CRD # | 288210 |
| SEC # | 801-110583 |
| CIK # | 0001729094 |
| AUM | $1.4 BB (2023-03-31) |
| Employees | 15 (47% Investors, 7% Brokers) |
| Phone | 614-929-2880 |
| Address | 325 John H Mcconnell Blvd Columbus, OH 43215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 20.8 | |
| DY | 2,808.9 | 16.3 | |
| ABBV | 269,466.6 | 13.2 | |
| ABT | 187,298.3 | 11.0 | |
| PG | 338,108.9 | 11.0 | |
| MSFT | 1,918,222.4 | 10.3 | |
| TRGP | 14,247.0 | 4.7 | |
| AMZN | 1,092,997.8 | 4.2 | |
| MA | 309,583.1 | 2.9 | |
| NVDA | 399,550.0 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | GREC Long Street Partners LLC | 2022-03-29 | 17.3 | |
| RE | Gryphon AC Hotel LLC | 2022-03-29 | 6.5 | |
| PE | Gryphon RG IV LLC | 2022-03-29 | 3.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 69.7 |
| (b) Individuals (high net worth individuals) | 389 | 1,343.8 |
| (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 | 8 | 9.3 |
| (h) Charitable organizations | 15 | 22.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,113 | 1,445.7 |
| By Discretionary | ||
| Discretionary | 2,093 | 1,437.3 |
| Non-Discretionary | 20 | 8.4 |
| Total | 2,113 | 1,445.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,445.7 | |
| Total | 2,113 | 1,445.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001729094] |
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|---|---|---|
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Cobblestone Capital Advisors LLC
✚
|
NY | 2.3 |
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TX | 2.0 |
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TX | 1.2 |
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Greenwood Gearhart Inc
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AR | 0.9 |
|
Canton Hathaway LLC
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RI | 0.6 |
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Pacifica Capital Investments LLC
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TX | 0.5 |