|
⚲
|
| Muntz Financial LLC
✚
|
|
|---|---|
| CRD # | 145971 |
| SEC # | 801-131242 |
| CIK # | |
| AUM | $177.6 M (2026-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-262-6909 |
| Address | 108 N Main Street Doylestown, PA 18901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | GS4 Fund LLC | 2024-09-03 | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 15.0 |
| (b) Individuals (high net worth individuals) | 32 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 55.1 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 252 | 177.6 |
| By Discretionary | ||
| Discretionary | 248 | 177.2 |
| Non-Discretionary | 4 | 0.4 |
| Total | 252 | 177.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.6 | |
| Total | 252 | 177.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
US Wealth Group LLC
✚
|
0.2 | |
|
Greenwood Investors LLC
✚
|
NY | 0.2 |
|
Quantor Capital LLC
✚
|
TX | 0.2 |
|
Penbrook Management LLC
✚
|
NY | 0.2 |
|
Wayve Capital Management LLC
✚
|
0.2 | |
|
Flow Focus LLC
✚
|
FL | 0.2 |
|
Capstone Investment Financial Group LLC
✚
|
NY | 0.2 |
|
Alluvial Capital Management LLC
✚
|
0.2 | |
|
Steinberg Asset Management LLC
✚
|
NY | 0.2 |
|
Clayton Partners LLC
✚
|
CA | 0.2 |