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| Royal Harbor Partners LLC
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|---|---|
| CRD # | 304735 |
| SEC # | 801-116961 |
| CIK # | 0001801876 |
| AUM | 344.8 M (2026-06-15) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 713-554-2252 |
| Address | 12000 Aerospace Avenue Houston, TX 77034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 5.9 | ||
| Microsoft Corp | 5.4 | ||
| Apple Inc | 4.7 | ||
| Alphabet Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Amazon Com Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 25.7 |
| (b) Individuals (high net worth individuals) | 117 | 306.1 |
| (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 | 4 | 2.4 |
| (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 | 2 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 344.8 |
| By Discretionary | ||
| Discretionary | 643 | 344.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 643 | 344.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.8 | |
| Total | 643 | 344.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801876] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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