Private Portfolio Partners LLC
- Assets, Funds, Holdings
| Private Portfolio Partners LLC
|
| CRD # | 165616 |
| SEC # | 801-81108 |
| CIK # | 0001766520 |
| AUM |
|
| Employees |
28 (68% Investors, 68% Brokers)
|
| Phone | 201-939-6644 |
| Address | 461 From Road
Paramus, NJ 07652 |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,045
|
384.1 |
| (b) Individuals (high net worth individuals) |
195
|
533.7 |
| (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 |
3 |
3.7 |
| (h) Charitable organizations |
0 |
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 |
4 |
5.3 |
| (n) Other |
290 |
126.5 |
| Total |
2,652 |
1,053.3 |
| By Discretionary |
| Discretionary |
2,642 |
1,049.2 |
| Non-Discretionary |
10 |
4.1 |
| Total |
2,652 |
1,053.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,053.3 |
| Total |
2,652 |
1,053.3 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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