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| Happy Holidays!! thanks for using AUM13F!! |
| One Charles Private Wealth Services LLC
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| CRD # | 286635 |
| SEC # | 801-109973 |
| CIK # | 0001800938 |
| AUM | $936.4 M (2025-03-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 617-337-4208 |
| Address | 99 Derby Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800938 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 27.5 | ||
| Grayscale Bitcoin Trust BTC | 24.8 | ||
| ACV Auctions Inc | 16.2 | ||
| Landbridge Co LLC | 12.0 | ||
| Apple Inc | 6.3 | ||
| Grayscale Bitcoin MINI Trust BTC | 5.6 | ||
| J P Morgan Chase & Co | 4.0 | ||
| Nvidia Corp | 3.7 | ||
| Energy Transfer Equity LP | 3.6 | ||
| Microsoft Corp | 3.3 | ||
| ARK 21Shares Bitcoin ETF | 3.3 | ||
| Bank of America Corp /DE/ | 3.2 | ||
| Amazon Com Inc | 2.5 | ||
| Enterprise Products Partners L P | 2.2 | ||
| Facebook Inc | 2.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 45.3 |
| (b) Individuals (high net worth individuals) | 172 | 691.3 |
| (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 | 8 | 15.4 |
| (h) Charitable organizations | 1 | 2.8 |
| (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 | 17 | 12.8 |
| (n) Other | 15 | 168.7 |
| Total | 347 | 936.4 |
| By Discretionary | ||
| Discretionary | 330 | 763.8 |
| Non-Discretionary | 17 | 172.6 |
| Total | 347 | 936.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.3 | |
| United States Persons | 929.1 | |
| Total | 347 | 936.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800938] |
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KFG Wealth Management LLC
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WI | 0.9 |
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Insight Wealth Strategies LLC
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CA | 0.9 |
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MD | 0.9 |
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Lafleur & Godfrey LLC
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