Hilton Head Capital Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Hilton Head Capital Partners LLC
CRD #299375
SEC #801-130275
CIK #
AUM $253.8 M (2025-07-10)
Employees 4 (100% Investors, 0% Brokers)
Phone843-790-7573
Address7 Lafayette Place
Hilton Head Island, SC 29926
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 297 117.7
(b) Individuals (high net worth individuals) 57 117.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 5 0.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 18 17.7
(n) Other 0 0.0
Total 691 253.8
By Discretionary
Discretionary 691 253.8
Non-Discretionary 0 0.0
Total 691 253.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 253.8
Total 691 253.8
Comparable Firms State AUM ($B)
Palatine Hill LLC
MI 0.3
Bright Futures Wealth Management LLC
NY 0.3
Hawke Financial Group LLC
ID 0.3
Continuum Wealth Advisors LLC
NY 0.3
Chiron Capital Management LLC
FL 0.3
Beckerman Institutional LLC
NJ 0.3
Macro Advisors Inc
PA 0.3
Gimbal Financial LLC
IN 0.3
Hemming& Wealth Management Inc
MI 0.3
Pelkonen and Associates LLC
NY 0.3
Terms | Privacy | Guide
tony@aum13f.com