Northlanding Financial Partners LLC

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Assets, Funds, Holdings

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Northlanding Financial Partners LLC
CRD #167055
SEC #801-77720
CIK #0001655982
AUM $129.3 M (2025-07-16)
Employees 2 (100% Investors, 0% Brokers)
Phone585-497-5000
Address90 Linden Oaks
Rochester, NY 14625
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3002401801206002011201620212026
Sector Form 13F Holdings Value ($M)
Palo Alto Networks Inc 0.6
Apple Inc 0.4
Paychex Inc 0.4
Microsoft Corp 0.4
 
 
 
 
 
 
 
Holdings by Sector ($M)
15012090603002021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 131 39.7
(b) Individuals (high net worth individuals) 36 89.6
(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 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 418 129.3
By Discretionary
Discretionary 418 129.3
Non-Discretionary 0 0.0
Total 418 129.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 129.3
Total 418 129.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001655982]
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