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| Hamilton Point Investment Advisors LLC
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| |
|---|---|
| CRD # | 144534 |
| SEC # | 801-68186 |
| CIK # | 0001599746 |
| AUM | $935.1 MM (2024-03-20) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 919-636-3765 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 24.7 | |
| AAPL | 2,382,844.0 | 21.0 | |
| EME | 5,301.9 | 18.3 | |
| GOOG | 1,482,566.4 | 16.5 | |
| AXP | 107,077.6 | 15.3 | |
| RTX | 139,471.0 | 12.1 | |
| TJX | 67,345.6 | 11.9 | |
| CHD | 22,123.7 | 11.8 | |
| ADBE | 172,760.2 | 10.8 | |
| AMGN | 130,083.0 | 10.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.7 |
| (b) Individuals (high net worth individuals) | 175 | 666.2 |
| (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 | 1 | 6.0 |
| (h) Charitable organizations | 22 | 225.1 |
| (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 | 5 | 22.0 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 935.1 |
| By Discretionary | ||
| Discretionary | 780 | 935.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 780 | 935.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 935.1 | |
| Total | 780 | 935.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599746] |
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|---|---|---|
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Activest Wealth Management LLC
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FL | 1.0 |
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Independent Solutions Wealth Management LLC
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NY | 1.0 |
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Accel Wealth Management LLC
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FORM Wealth Advisors LLC
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Wealthshield Partners LLC
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Allied Investment Advisors LLC
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MT | 0.9 |
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IMA Advisory Services Inc
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KS | 0.9 |
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Woodard & Co Asset Management Group Inc
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NC | 0.9 |