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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mountain PASS Planning Corporation
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| CRD # | 283389 |
| SEC # | 801-121541 |
| CIK # | |
| AUM | $67.5 M (2025-02-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-592-0789 |
| Address | 2537 Rt 52, Suite 1 Hopewell Junction, NY 12533 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 22.1 |
| (b) Individuals (high net worth individuals) | 32 | 44.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 67.5 |
| By Discretionary | ||
| Discretionary | 242 | 67.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 67.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.5 | |
| Total | 242 | 67.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Malatai Capital LLC
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|
NY | 0.1 |
|
Monk Stanley Earl
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|
0.1 | |
|
Wimer Investment Management LLC
✚
|
0.1 | |
|
Silveroak Investments Limited-Liability Company
✚
|
0.1 | |
|
Epogee Capital Management LLC
✚
|
0.1 | |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
Harvest Capital Assets LLC
✚
|
0.1 | |
|
Success Wealth Management LLC
✚
|
PA | 0.1 |
|
Occam Capital Management LLC
✚
|
NY | 0.1 |
|
Capital Formation Advisers LLC
✚
|
0.1 |