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| Happy Holidays!! thanks for using AUM13F!! |
| Palatine Hill LLC
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|---|---|
| CRD # | 305619 |
| SEC # | 801-117400 |
| CIK # | |
| AUM | $254.4 M (2025-05-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 734-218-0085 |
| Address | 148 Pierce Street Birmingham, MI 48009 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 99.5 |
| (b) Individuals (high net worth individuals) | 43 | 143.6 |
| (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 | 3.2 |
| (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 | 9 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 254.4 |
| By Discretionary | ||
| Discretionary | 774 | 254.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 774 | 254.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.4 | |
| Total | 774 | 254.4 |
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|---|---|---|
|
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✚
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MO | 0.3 |
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Bright Futures Wealth Management LLC
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|
Continuum Wealth Advisors LLC
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NY | 0.3 |
|
Hilton Head Capital Partners LLC
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SC | 0.3 |
|
Chiron Capital Management LLC
✚
|
FL | 0.3 |