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| Happy Holidays!! thanks for using AUM13F!! |
| McCarter Private Wealth Services LLC
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| CRD # | 108191 |
| SEC # | 801-54171 |
| CIK # | 0002036922 |
| AUM | $381.4 M (2024-12-20) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 617-449-6500 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 13.8 | ||
| Microsoft Corp | 11.0 | ||
| Autozone Inc | 6.9 | ||
| Mastercard Inc | 6.6 | ||
| TJX Companies Inc /DE/ | 5.7 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Travelers Companies Inc | 5.0 | ||
| Novo Nordisk A S | 4.2 | ||
| J P Morgan Chase & Co | 4.2 | ||
| Procter & Gamble Co | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 10.4 |
| (b) Individuals (high net worth individuals) | 81 | 326.9 |
| (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 | 8 | 39.7 |
| (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 | 1 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 381.4 |
| By Discretionary | ||
| Discretionary | 151 | 314.5 |
| Non-Discretionary | 46 | 66.9 |
| Total | 197 | 381.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.4 | |
| Total | 197 | 381.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002036922] |
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|---|---|---|
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Flourish Wealth Management Inc
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MN | 0.4 |
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REIK & Co LLC
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0.4 | |
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NY | 0.4 |
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Seven Mile Advisory LLC
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NJ | 0.4 |
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IMZ Advisory Inc
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FL | 0.4 |
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Investment Management Consultants
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NV | 0.4 |
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Chapel Hill Investment Analysts Inc
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PA | 0.4 |
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Logic Capital Management LLC
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TX | 0.4 |
|
Aegis Financial Corporation
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VA | 0.4 |
|
May Hill Capital LLC
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|
MA | 0.4 |