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| Happy Holidays!! thanks for using AUM13F!! |
| Park State Asset Management LLC
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| CRD # | 336573 |
| SEC # | 801-132913 |
| CIK # | |
| AUM | $206.6 M (2025-05-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 978-828-2934 |
| Address | 50 Dunham Ridge, Suite 3100 Beverly, MA 01915 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 10.5 |
| (b) Individuals (high net worth individuals) | 30 | 143.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 25.6 |
| (h) Charitable organizations | 1 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 118 | 206.6 |
| By Discretionary | ||
| Discretionary | 118 | 206.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 118 | 206.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.6 | |
| Total | 118 | 206.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Herbst Group LLC
✚
|
0.2 | |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
The Capital Group Fiduciary Advisors LLC
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|
0.2 | |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
MGO Private Wealth LLC
✚
|
CA | 0.2 |
|
Fountain Square Asset Management LLC
✚
|
OH | 0.2 |
|
Position Wealth LLC
✚
|
TX | 0.2 |