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| Private Portfolio Partners LLC
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|
|---|---|
| CRD # | 165616 |
| SEC # | 801-81108 |
| CIK # | 0001766520 |
| AUM | $899.9 MM (2024-08-13) |
| Employees | 28 (68% Investors, 68% Brokers) |
| Phone | 201-939-6644 |
| Address | 461 From Road Paramus, NJ 07652 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.0 | |
| XOM | 385.5 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GLD | 0.0 | ||
| MO | 78.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,034 | 361.6 |
| (b) Individuals (high net worth individuals) | 202 | 529.8 |
| (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 | 1 | 3.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 3 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,238 | 899.9 |
| By Discretionary | ||
| Discretionary | 2,228 | 884.5 |
| Non-Discretionary | 10 | 15.5 |
| Total | 2,238 | 899.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 899.9 | |
| Total | 2,238 | 899.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766520] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SouthernSun Asset Management LLC
✚
|
TN | 0.9 |
|
Berkshire Money Management Inc
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|
MA | 0.9 |
|
JFG Wealth Management LLC
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|
CO | 0.9 |
|
Versant Capital Management Inc
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|
AZ | 0.9 |
|
Oak Ridge Investments LLC
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|
IL | 0.9 |
|
Rae & Lipskie Investment Counsel Inc
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|
0.9 | |
|
Headinvest LLC
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|
ME | 0.9 |
|
Hemington Wealth Management LLC
✚
|
VA | 0.9 |
|
van Cleef Asset Management Inc
✚
|
OH | 0.9 |
|
Haven Global Partners LLC
✚
|
GA | 0.9 |