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| Napier Financial LLC
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|---|---|
| CRD # | 336725 |
| SEC # | 801-133755 |
| CIK # | 0002086579 |
| AUM | 550.1 M (2026-02-05) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-884-2300 |
| Address | 30 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 10.7 | ||
| Apple Inc | 9.1 | ||
| Trebia Acquisition Corp | 3.6 | ||
| Thermo Fisher Scientific Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 77.1 |
| (b) Individuals (high net worth individuals) | 107 | 431.6 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 15.7 |
| (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 | 6 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 897 | 550.1 |
| By Discretionary | ||
| Discretionary | 848 | 507.6 |
| Non-Discretionary | 49 | 42.5 |
| Total | 897 | 550.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 550.1 | |
| Total | 897 | 550.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002086579] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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