Integras Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
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
Keyboard
Integras Partners LLC
CRD #172979
SEC #801-80657
CIK #0002055384
AUM 244.8 M (2026-02-24)
Employees 5 (60% Investors, 0% Brokers)
Phone404-941-2800
Address3180 North Point Parkway
Alpharetta, GA 30005
Source [IAPD] [EDGAR] [Website] [Twitter] [Instagram]
Total AUM ($M)
2502001501005002010201520212027
CIK Period
0002055384
Sector Form 13F Holdings Value ($M)
Cheniere Energy Inc 4.2
Wal Mart Stores Inc 3.6
Bristol Myers Squibb Co 3.6
BHP Billiton Ltd 3.5
Lockheed Martin Corp 3.5
Gilead Sciences Inc 3.4
Home Depot Inc 3.4
Amgen Inc 3.4
AbbVie Inc 3.2
Cisco Systems Inc 3.2
McDonalds Corp 3.2
US Bancorp de 3.1
Cummins Inc 3.1
Illinois Tool Works Inc 3.1
Colgate Palmolive Co 3.0
NRG Energy Inc 2.9
Sysco Corp 2.8
Griffon Corp 2.7
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 107 45.2
(b) Individuals (high net worth individuals) 80 199.3
(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 1 0.4
(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 567 244.8
By Discretionary
Discretionary 567 244.8
Non-Discretionary 0 0.0
Total 567 244.8
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 244.0
Total 567 244.8
EDGAR Form CIK 2011 - 2026
13F-HR [0002055384]
Firm Profile (Form ADV)
Clients1 (1 non-US)
ServesInstitutional, Retail
Comparable Firms State AUM
Global Wealth Management LLC
NJ 245.7 M
RM Financial Services LLC
ME 245.4 M
Cannon Wealth Management Services LLC
NC 245.2 M
W Advisors LLC
TN 244.9 M
Merrion Investment Management Co LLC
NJ 244.8 M
MJR Financial LLC
TX 244.7 M
Clear Ridge Wealth Management LLC
MI 244.6 M
Boyce & Associates Wealth Consulting Inc
TX 244.6 M
Lederer & Associates Investment Counsel
CA 244.3 M
Bazis Private Wealth LLC
NE 244.1 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com