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| Pursue Wealth Partners LLC
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|---|---|
| CRD # | 326348 |
| SEC # | 801-127939 |
| CIK # | 0001911091 |
| AUM | 243.4 M (2026-03-27) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-276-0427 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.0 | ||
| Microsoft Corp | 8.8 | ||
| Amazon Com Inc | 7.3 | ||
| Wal Mart Stores Inc | 6.0 | ||
| Alphabet Inc | 6.0 | ||
| CrowdStrike Holdings Inc | 5.1 | ||
| Apple Inc | 5.0 | ||
| MongoDB Inc | 4.8 | ||
| Alibaba Group Holding Ltd | 4.1 | ||
| Facebook Inc | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.5 |
| (b) Individuals (high net worth individuals) | 26 | 216.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 25.1 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 243.4 |
| By Discretionary | ||
| Discretionary | 89 | 239.2 |
| Non-Discretionary | 5 | 4.2 |
| Total | 94 | 243.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.4 | |
| Total | 94 | 243.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911091] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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