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| Lloyd Park LLC
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|---|---|
| CRD # | 174032 |
| SEC # | 801-111890 |
| CIK # | 0001909251 |
| AUM | 167.9 M (2026-02-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 846-635-3951 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909251 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Microsoft Corp | 1.4 | ||
| Apollo Global Management Inc | 1.4 | ||
| Morgan Stanley | 1.4 | ||
| Marvell Technology Inc | 1.3 | ||
| Intuitive Surgical Inc | 1.3 | ||
| MercadoLibre Inc | 1.3 | ||
| Walt Disney Co | 1.3 | ||
| Discovery Communications Inc | 1.2 | ||
| Uber Technologies Inc | 1.1 | ||
| Qualcomm Inc/DE | 1.1 | ||
| Cummins Inc | 1.0 | ||
| Salesforce Com Inc | 1.0 | ||
| VICI Properties Inc | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.4 |
| (b) Individuals (high net worth individuals) | 97 | 162.9 |
| (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 | 4.6 |
| (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 | 12 | 167.9 |
| By Discretionary | ||
| Discretionary | 12 | 167.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.9 | |
| Total | 12 | 167.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001909251] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Somnio Financial Group LLC
✚
|
CT | 168.3 M |
|
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✚
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|
Stonehaven Wealth & Tax Solutions LLC
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North Forty Two & Co
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OR | 167.9 M |
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Lilliano Capital Management LLC
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Forty Three Eighteen Advisors LLC
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|
Illuminate Wealth Management LLC
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IL | 167.6 M |
|
South Texas Capital Advisors LLC
✚
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TX | 167.2 M |
|
The Monitor Group Inc
✚
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GA | 167.2 M |
|
May William Michael
✚
|
167.0 M |