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| Happy Holidays!! thanks for using AUM13F!! |
| Novapoint Capital LLC
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|---|---|
| CRD # | 173663 |
| SEC # | 801-116881 |
| CIK # | 0001815025 |
| AUM | $437.3 M (2025-06-23) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 404-445-7885 |
| Address | 1175 Peachtree St NE Atlanta, GA 30361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.1 | ||
| Home Depot Inc | 11.9 | ||
| Nvidia Corp | 11.0 | ||
| Apple Inc | 10.9 | ||
| Goldman Sachs Group Inc | 7.8 | ||
| Wal Mart Stores Inc | 7.6 | ||
| Broadcom Inc | 7.2 | ||
| Oracle Corp | 6.7 | ||
| International Business Machines Corp | 6.4 | ||
| Mastercard Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 29.9 |
| (b) Individuals (high net worth individuals) | 70 | 227.3 |
| (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 | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 179.4 |
| (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 | 3 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 695 | 437.3 |
| By Discretionary | ||
| Discretionary | 695 | 437.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 695 | 437.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.9 | |
| United States Persons | 425.4 | |
| Total | 695 | 437.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001815025] |
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