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| Private Portfolio Partners LLC
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|
|---|---|
| CRD # | 165616 |
| SEC # | 801-81108 |
| CIK # | 0001766520 |
| AUM | $825.3 MM (2023-03-10) |
| Employees | 28 (96% Investors, 96% Brokers) |
| Phone | 201-939-6644 |
| Address | 461 From Road Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| BMY | 167.6 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,120 | 337.3 |
| (b) Individuals (high net worth individuals) | 222 | 477.3 |
| (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 | 4 | 2.8 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 7 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,643 | 825.3 |
| By Discretionary | ||
| Discretionary | 2,633 | 812.1 |
| Non-Discretionary | 10 | 13.2 |
| Total | 2,643 | 825.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 825.3 | |
| Total | 2,643 | 825.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766520] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ironvine Capital Partners LLC
✚
|
NE | 0.8 |
|
Associated Investment Services Inc
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|
WI | 0.8 |
|
Adams Asset Advisors LLC
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|
TX | 0.8 |
|
Talon Private Wealth LLC
✚
|
FL | 0.8 |
|
Hutchinson Capital Management
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|
CA | 0.8 |
|
Minneapolis Portfolio Management Group LLC
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|
MN | 0.8 |
|
Accel Wealth Management LLC
✚
|
IA | 0.8 |
|
Austin Private Wealth LLC
✚
|
TX | 0.8 |
|
Traynor Capital Management Inc
✚
|
PA | 0.8 |
|
Steward Partners Investment Solutions LLC
✚
|
OR | 0.8 |