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| Keyboard |
| Guardant Partners LLC
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|---|---|
| CRD # | 339708 |
| SEC # | 801-135000 |
| CIK # | |
| AUM | 149.3 M (2026-05-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-845-7511 |
| Address | 848 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 21.6 |
| (b) Individuals (high net worth individuals) | 19 | 120.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 4.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (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 | 130 | 149.3 |
| By Discretionary | ||
| Discretionary | 128 | 149.3 |
| Non-Discretionary | 2 | 0.0 |
| Total | 130 | 149.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.3 | |
| Total | 130 | 149.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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WI | 149.7 M |
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Clarity Financial Advisors LLC
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|
Oakmont Advisory Group LLC
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NM | 149.5 M |
|
Purewater Capital LLC
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TX | 149.5 M |
|
Bellingham Capital Management Inc
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|
WA | 149.2 M |
|
Harborfront Financial LLC
✚
|
MI | 149.0 M |
|
Brookline Wealth LLC
✚
|
TX | 149.0 M |