Private Wealth Partners LLC

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Assets, Funds, Holdings

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Private Wealth Partners LLC
CRD #133802
SEC #801-63808
CIK #
AUM $876.8 MM (100% Disc, 100% US)
Employees12 (50% Investors, 0% Brokers)
Phone415-461-3850
Address591 Redwood Highway
Mill Valley, CA 94941
Links IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 31.4
GOOGL 819,810.0 26.2
MSFT 865,660.0 23.2
AMZN 820,610.0 22.5
V 341,210.0 21.1
JPM 341,670.0 20.0
TMO 101,470.0 17.5
PFE 230,400.0 16.1
BA 226,000.0 15.4
GS 72,170.0 14.8
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Bluewater Life Science Fund LP 2017-04-20external
19.5
47.6
HF Blue Water Life Science Master Fund Ltd
50.9
HF Blue Water Life Science Offshore Fund Ltd
3.3
HF PWP Partnership Fund LLC
32.4
View All
Fund Directors # Filings # Firms
Nathaniel Cornell 1 1
Philip Rice 1 1
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Savoie Capital LLC
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Windham Capital Management LLC
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Libra Advisors LLC
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0.9
NexWave Capital Partners LLC
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0.9
CDAM UK Ltd
0.9