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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MLP3 LLC
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|---|---|
| CRD # | 296314 |
| SEC # | 801-113681 |
| CIK # | |
| AUM | $242.1 M (2025-07-24) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 609-601-0800 |
| Address | 650 New Road Linwood, NJ 08221 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 29.7 |
| (b) Individuals (high net worth individuals) | 57 | 202.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 9.5 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 242.1 |
| By Discretionary | ||
| Discretionary | 313 | 242.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 313 | 242.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.1 | |
| Total | 313 | 242.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
0.2 | |
|
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |
|
Ervin Investment Management LLC
✚
|
0.2 | |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |
|
Founders Capital Management Inc
✚
|
TX | 0.2 |
|
Sequoia Wealth Management Group LLC
✚
|
0.2 | |
|
Trimarc Wealth Management LLC
✚
|
0.2 |