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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Muntz Financial LLC
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| CRD # | 145971 |
| SEC # | 801-131242 |
| CIK # | |
| AUM | $153.2 M (2025-04-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 215-262-6909 |
| Address | 108 N Main Street Doylestown, PA 18901 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | GS4 Fund LLC | 2024-09-03 | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 14.0 |
| (b) Individuals (high net worth individuals) | 38 | 86.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.5 |
| (g) Pension and profit sharing plans | 23 | 44.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 153.2 |
| By Discretionary | ||
| Discretionary | 228 | 153.1 |
| Non-Discretionary | 1 | 0.1 |
| Total | 229 | 153.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 152.5 | |
| Total | 229 | 153.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bristlecone Value Partners LLC
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|
CA | 0.2 |
|
Hallstatt Advisors LP
✚
|
0.2 | |
|
US Wealth Group LLC
✚
|
NY | 0.2 |
|
Little River Capital Partners LP
✚
|
0.1 | |
|
Applied Fundamental Research LLC
✚
|
MA | 0.1 |
|
TR Capital Management LLC
✚
|
NY | 0.1 |
|
Buckley Capital Advisors LLC
✚
|
FL | 0.1 |
|
Barington Companies Investors LLC
✚
|
NY | 0.1 |
|
Forest Hill Capital LLC
✚
|
AR | 0.1 |
|
Shorepath Capital Management LLC
✚
|
UT | 0.1 |