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| Premier Path Wealth Partners LLC
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|---|---|
| CRD # | 325300 |
| SEC # | 801-127703 |
| CIK # | 0001999925 |
| AUM | 1,223.2 M (2026-05-15) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 973-671-6530 |
| Address | 7 Giralda Farms Madison, NJ 07940 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.9 | ||
| Nvidia Corp | 28.4 | ||
| Microsoft Corp | 20.5 | ||
| Amazon Com Inc | 14.9 | ||
| Alphabet Inc | 14.6 | ||
| Broadcom Inc | 11.3 | ||
| Alphabet Inc | 10.6 | ||
| Facebook Inc | 9.6 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Tesla Motors Inc | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Premier Path Private Access Fund I LP | 2026-05-15 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 89.0 |
| (b) Individuals (high net worth individuals) | 233 | 1,109.5 |
| (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 | 4 | 15.1 |
| (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 | 5 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,965 | 1,223.2 |
| By Discretionary | ||
| Discretionary | 1,965 | 1,223.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,965 | 1,223.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,223.2 | |
| Total | 1,965 | 1,223.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001999925] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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|---|---|---|
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