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| Lloyd Park LLC
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|---|---|
| CRD # | 174032 |
| SEC # | 801-111890 |
| CIK # | 0001909251 |
| AUM | $167.3 M (2025-03-17) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 846-635-3951 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.8 | ||
| CME Group Inc | 5.8 | ||
| Costco Wholesale Corp /NEW | 3.6 | ||
| Danaher Corp /DE/ | 2.2 | ||
| Lilly Eli & Co | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| Cheniere Energy Inc | 1.7 | ||
| Bristol Myers Squibb Co | 1.6 | ||
| Chart Industries Inc | 1.5 | ||
| Amazon Com Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 7 | 157.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 9.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 167.3 |
| By Discretionary | ||
| Discretionary | 22 | 167.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 167.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.3 | |
| Total | 22 | 167.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909251] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
Counterweight Ventures LLC
✚
|
NC | 0.2 |
|
Weingarten Associates LLC
✚
|
NJ | 0.2 |
|
Sensible Portfolios LLC
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|
0.2 | |
|
Wealth Management of the Bluegrass LLC
✚
|
KY | 0.2 |
|
Spahn Wealth & Retirement LLC
✚
|
AZ | 0.2 |
|
Keith Hamilton Inc
✚
|
CA | 0.2 |
|
Moler Capital Management LLC
✚
|
0.2 | |
|
The Bendix Financial Group Inc
✚
|
NY | 0.2 |
|
CLS Financial Advisors Inc
✚
|
OR | 0.2 |