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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pinafore Wealth Counsel Inc
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|---|---|
| CRD # | 170540 |
| SEC # | 801-130577 |
| CIK # | |
| AUM | $132.8 M (2025-03-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 919-213-0458 |
| Address | 3622 Lyckan Pkwy Durham, NC 27707 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 16.6 |
| (b) Individuals (high net worth individuals) | 45 | 113.7 |
| (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 | 1.2 |
| (h) Charitable organizations | 4 | 1.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 132.8 |
| By Discretionary | ||
| Discretionary | 274 | 119.1 |
| Non-Discretionary | 33 | 13.7 |
| Total | 307 | 132.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.8 | |
| Total | 307 | 132.8 |
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