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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hamilton Capital Partners LLC
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| CRD # | 314344 |
| SEC # | 801-121245 |
| CIK # | 0002037578 |
| AUM | $301.2 M (2025-02-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 678-802-4974 |
| Address | 3400 Peachtree Road, NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 38.7 | ||
| Tesla Motors Inc | 24.9 | ||
| Nvidia Corp | 20.8 | ||
| Oracle Corp | 20.7 | ||
| Microsoft Corp | 20.2 | ||
| Facebook Inc | 18.3 | ||
| Amazon Com Inc | 15.5 | ||
| Broadcom Inc | 14.9 | ||
| Apple Inc | 11.8 | ||
| VISA Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 26.5 |
| (b) Individuals (high net worth individuals) | 58 | 141.2 |
| (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 | 70 | 110.9 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 29 | 22.3 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 301.2 |
| By Discretionary | ||
| Discretionary | 340 | 300.5 |
| Non-Discretionary | 5 | 0.8 |
| Total | 345 | 301.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.2 | |
| Total | 345 | 301.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002037578] |
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|---|---|---|
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Crestmont Private Wealth LLC
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TX | 0.3 |
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Old Bridge Capital Management Private Limited
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0.3 | |
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CA | 0.3 |
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NJ | 0.3 |
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USA Financial Securities LLC
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MI | 0.3 |
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Mendel Money Management Inc
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IL | 0.3 |
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Seros Financial LLC
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AZ | 0.3 |
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Freedom Financial Partners LLC
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MN | 0.3 |
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Prosperity Advisers LLC
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PA | 0.3 |