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| Royal Harbor Partners LLC
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|
|---|---|
| CRD # | 304735 |
| SEC # | 801-116961 |
| CIK # | 0001801876 |
| AUM | $307.0 M (2025-03-25) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 713-554-2252 |
| Address | 12000 Aerospace Avenue Houston, TX 77034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.8 | ||
| Apple Inc | 4.5 | ||
| World Currency Gold Trust | 4.2 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Amazon Com Inc | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| iShares Bitcoin Trust | 3.2 | ||
| Nvidia Corp | 2.3 | ||
| McDonalds Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 51.3 |
| (b) Individuals (high net worth individuals) | 75 | 245.0 |
| (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 | 3 | 1.1 |
| (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 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 307.0 |
| By Discretionary | ||
| Discretionary | 536 | 277.7 |
| Non-Discretionary | 100 | 29.3 |
| Total | 636 | 307.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.0 | |
| Total | 636 | 307.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801876] |
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|---|---|---|
|
Feldman Jeffrey Mark
✚
|
0.3 | |
|
Thomas Story and Son LLC
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|
IN | 0.3 |
|
The McHugh Group LLC
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|
0.3 | |
|
Cherry Creek Investment Advisors Inc
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|
CO | 0.3 |
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Blakeslee & Blakeslee Financial Advisers Inc
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CA | 0.3 |
|
Three Bearings Fiduciary Advisors Inc
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NH | 0.3 |
|
Riggs Capital Management LLC
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|
UT | 0.3 |
|
Peachtree Investment Partners LLC
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|
0.3 | |
|
Smith W B & Co Inc
✚
|
0.3 | |
|
Objective Capital Management LLC
✚
|
OH | 0.3 |