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| Inlet Private Wealth LLC
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| |
|---|---|
| CRD # | 297154 |
| SEC # | 801-113455 |
| CIK # | 0001759751 |
| AUM | $467.2 MM (2024-02-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-781-0400 |
| Address | 116 Intracoastal Pointe Dr Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.9 | |
| MSFT | 1,918,222.4 | 17.9 | |
| MCK | 46,168.4 | 13.2 | |
| JPM | 340,169.2 | 10.9 | |
| QCOM | 147,392.0 | 10.0 | |
| STX | 15,664.3 | 8.8 | |
| WM | 61,816.0 | 8.6 | |
| GOOG | 1,482,566.4 | 8.5 | |
| AMGN | 130,083.0 | 7.3 | |
| CSCO | 178,309.9 | 7.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 8.4 |
| (b) Individuals (high net worth individuals) | 55 | 452.8 |
| (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 | 0 | 6.0 |
| (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 | 158 | 467.2 |
| By Discretionary | ||
| Discretionary | 141 | 410.7 |
| Non-Discretionary | 17 | 56.5 |
| Total | 158 | 467.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 467.2 | |
| Total | 158 | 467.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001759751] |
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|---|---|---|
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