|
⚲
|
| Pack Private Wealth LLC
✚
| |
|---|---|
| CRD # | 310523 |
| SEC # | 801-119617 |
| CIK # | 0001907212 |
| AUM | $241.2 MM (2024-03-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 952-563-9811 |
| Address | 1905 Wayzata Blvd Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GGG | 10,096.1 | 12.2 | |
| CHRW | 12,862.8 | 4.0 | |
| UNH | 477,004.0 | 3.8 | |
| AAPL | 2,382,844.0 | 0.6 | |
| AMZN | 1,092,997.8 | 0.5 | |
| RPRX | 18,527.1 | 0.5 | |
| GOOG | 1,482,566.4 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 7.0 |
| (b) Individuals (high net worth individuals) | 82 | 205.4 |
| (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 | 12 | 28.8 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 241.2 |
| By Discretionary | ||
| Discretionary | 328 | 241.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 328 | 241.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.2 | |
| Total | 328 | 241.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001907212] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Covington & Associates Inc
✚
|
NJ | 0.2 |
|
Veerkloh LLC
✚
|
IA | 0.2 |
|
Bull Street Advisors LLC
✚
|
GA | 0.2 |
|
Mutual Trust Asset Mgmt Inc
✚
|
FL | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 0.2 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.2 |
|
Crescent Advisor Group Inc
✚
|
TX | 0.2 |
|
Dunhill Financial LLC
✚
|
0.2 | |
|
Alpine Capital Strategies LLC
✚
|
NY | 0.2 |