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| Royal Harbor Partners LLC
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| |
|---|---|
| CRD # | 304735 |
| SEC # | 801-116961 |
| CIK # | 0001801876 |
| AUM | $264.4 MM (2024-03-01) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 713-554-2252 |
| Address | 12000 Aerospace Avenue Houston, TX 77034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.0 | |
| MSFT | 1,918,222.4 | 5.0 | |
| GOOGL | 1,475,138.5 | 3.4 | |
| AMZN | 1,092,997.8 | 3.3 | |
| NVDA | 399,550.0 | 3.2 | |
| JPM | 340,169.2 | 3.2 | |
| SLB | 52,255.6 | 1.6 | |
| MCD | 179,584.2 | 1.0 | |
| XOM | 385,508.3 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 42.7 |
| (b) Individuals (high net worth individuals) | 81 | 211.1 |
| (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 | 0 | 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 | 0 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 264.4 |
| By Discretionary | ||
| Discretionary | 457 | 233.1 |
| Non-Discretionary | 94 | 31.3 |
| Total | 551 | 264.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.4 | |
| Total | 551 | 264.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001801876] |
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|---|---|---|
|
Balanz Advisors LLC
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|
FL | 0.3 |
|
Schuchard Capital Management Inc
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MI | 0.3 |
|
Peachtree Investment Partners LLC
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FL | 0.3 |
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Victoria Capital Management Inc
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SC | 0.3 |
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Arcadia Investment Advisors LLC
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ID | 0.3 |
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Blakeslee & Blakeslee Financial Advisers Inc
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CA | 0.3 |
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Smallwood Wealth Investment Management LLC
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NJ | 0.3 |
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Evexia Wealth LLC
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WI | 0.3 |
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Bryspen Incorporated
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DC | 0.3 |
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Leconte Wealth Management LLC
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TN | 0.3 |