|
⚲
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| Kitching Partners LLC
✚
| |
|---|---|
| CRD # | 325042 |
| SEC # | 801-127433 |
| CIK # | 0002010145 |
| AUM | $477.6 MM (2024-03-28) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Phone | 267-209-0830 |
| Address | 555 E North Lane Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 3.3 | ||
| CSX | 63,357.9 | 0.4 | |
| LYFT | 5,084.0 | 0.3 | |
| NN | 192.2 | 0.3 | |
| AMZN | 1,092,997.8 | 0.3 | |
| PHG | 18,507.4 | 0.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.0 |
| (b) Individuals (high net worth individuals) | 80 | 475.5 |
| (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 | 0.0 |
| (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 | 164 | 477.6 |
| By Discretionary | ||
| Discretionary | 82 | 243.5 |
| Non-Discretionary | 82 | 234.1 |
| Total | 164 | 477.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.6 | |
| Total | 164 | 477.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010145] |
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|---|---|---|
|
Wealth Preservation Advisors LLC
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|
TN | 0.5 |
|
MFA Wealth Advisors LLC
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PA | 0.5 |
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Family Office Research LLC
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MD | 0.5 |
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Clarity Wealth Advisors LLC
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CA | 0.5 |
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The Moorings Group LLC
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GA | 0.5 |
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Rockline Wealth Management LLC
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NY | 0.5 |
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Augustine Asset Management Inc
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FL | 0.5 |
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Kreitler Financial LLC
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CT | 0.5 |
|
Tucker Asset Management LLC
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CO | 0.5 |
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Compass Capital Corporation
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|
MA | 0.5 |