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| Happy Holidays!! thanks for using AUM13F!! |
| Phase Line Capital LLC
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| CRD # | 315116 |
| SEC # | 801-121716 |
| CIK # | |
| AUM | $34.0 M (2024-09-09) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 404-806-9505 |
| Address | 4401 Northside Pkwy, NW Atlanta, GA 30327 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 17.1 |
| (b) Individuals (high net worth individuals) | 17 | 13.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 34.0 |
| By Discretionary | ||
| Discretionary | 345 | 34.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 34.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.0 | |
| Total | 345 | 34.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarivor LLC
✚
|
NY | 0.0 |
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
Alveo Wealth Management LLC
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|
0.0 | |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Channel Investment Partners LLC
✚
|
0.0 | |
|
American Northwest Advisory Services LLC
✚
|
WA | 0.0 |
|
Gam24 LLC
✚
|
0.0 | |
|
American Financial Management Ltd
✚
|
MD | 0.0 |
|
Soloman Hill I LLC
✚
|
0.0 | |
|
Agilis Partners LLC
✚
|
0.0 |