|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hamilton Capital Partners LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0002037578 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 38.7 | ||
| Tesla Motors Inc | 24.9 | ||
| Nvidia Corp | 20.8 | ||
| Oracle Corp | 20.7 | ||
| Microsoft Corp | 20.2 | ||
| Facebook Inc | 18.3 | ||
| Amazon Com Inc | 15.5 | ||
| Broadcom Inc | 14.9 | ||
| Apple Inc | 11.8 | ||
| VISA Inc | 0.8 | ||
| Ecolab Inc | 0.5 | ||
| Exxon Mobil Corp | 0.5 | ||
| General Electric Co | 0.4 | ||
| Chevron Corp | 0.4 | ||
| Bank of America Corp /DE/ | 0.3 | ||
| GE Vernova Inc | 0.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crestmont Private Wealth LLC
✚
|
TX | 0.3 |
|
Old Bridge Capital Management Private Limited
✚
|
0.3 | |
|
Clay Northam Wealth Management LLC
✚
|
CA | 0.3 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.3 |
|
USA Financial Securities LLC
✚
|
MI | 0.3 |
|
Fai Advisors Inc
✚
|
MI | 0.3 |
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Seros Financial LLC
✚
|
AZ | 0.3 |
|
Freedom Financial Partners LLC
✚
|
MN | 0.3 |
|
Prosperity Advisers LLC
✚
|
PA | 0.3 |