|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Gryphon Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 288210 |
| SEC # | 801-110583 |
| CIK # | 0001729094 |
| AUM | $2.0 B (2025-03-12) |
| Employees | 26 (54% Investors, 4% Brokers) |
| Phone | 614-929-2880 |
| Address | 325 John H Mcconnell Blvd Columbus, OH 43215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001729094 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 32.8 | ||
| Microsoft Corp | 24.4 | ||
| Facebook Inc | 20.9 | ||
| Nvidia Corp | 18.4 | ||
| AbbVie Inc | 17.0 | ||
| Shopify Inc | 16.8 | ||
| Abbott Laboratories | 16.4 | ||
| Amazon Com Inc | 13.4 | ||
| Discovery Communications Inc | 12.3 | ||
| Targa Resources Corp | 11.1 | ||
| Procter & Gamble Co | 10.8 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Alphabet Inc | 6.8 | ||
| Broadcom Inc | 6.4 | ||
| Wal Mart Stores Inc | 6.0 | ||
| American Electric Power Co Inc | 5.4 | ||
| Mastercard Inc | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | GREC Long Street Partners LLC | 2022-03-29 | 17.3 | |
| RE | Gryphon AC Hotel LLC | 2022-03-29 | 6.4 | |
| PE | Gryphon RG IV LLC | 2022-03-29 | 7.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 0.1 |
| (b) Individuals (high net worth individuals) | 522 | 1.9 |
| (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 | 14 | 0.0 |
| (h) Charitable organizations | 27 | 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 | 2,579 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,547 | 2.0 |
| Non-Discretionary | 32 | 0.0 |
| Total | 2,579 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 2,579 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729094] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1900 Wealth Management LLC
✚
|
TX | 2.3 |
|
Cozad Asset Management Inc
✚
|
IL | 2.2 |
|
Post Road Group LLC
✚
|
CT | 1.9 |
|
Provenio Capital Management LLC
✚
|
CA | 1.6 |
|
Greenwood Gearhart Inc
✚
|
AR | 1.6 |
|
Corundum Group Inc
✚
|
CO | 1.5 |
|
Legacy Knight MFO LLC
✚
|
TX | 1.5 |
|
Gries Financial LLC
✚
|
OH | 1.3 |
|
Arcadia Investment Partners LLC
✚
|
NY | 1.3 |
|
Northeast Financial Group Inc
✚
|
PA | 1.2 |