|
⚲
|
| Guardant Partners LLC
✚
|
|
|---|---|
| CRD # | 339708 |
| SEC # | 801-135000 |
| CIK # | |
| AUM | $149.3 M (2026-05-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 305-845-7511 |
| Address | 848 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 21.6 |
| (b) Individuals (high net worth individuals) | 19 | 120.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 4.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 149.3 |
| By Discretionary | ||
| Discretionary | 128 | 149.3 |
| Non-Discretionary | 2 | 0.0 |
| Total | 130 | 149.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.3 | |
| Total | 130 | 149.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portfolio Design Services LLC
✚
|
WI | 0.1 |
|
Allstreet Financial LLC
✚
|
PA | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 | |
|
CMG Financial Consulting LLC
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Purewater Capital LLC
✚
|
TX | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Harborfront Financial LLC
✚
|
MI | 0.1 |
|
Brookline Wealth LLC
✚
|
TX | 0.1 |