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| Happy Holidays!! thanks for using AUM13F!! |
| Royal Palms Capital LLC
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| CRD # | 135304 |
| SEC # | 801-132117 |
| CIK # | |
| AUM | $101.1 M (2025-05-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 310-265-5939 |
| Address | 655 Deep Valley Drive Rolling Hills Est, CA 90274 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 20.2 |
| (b) Individuals (high net worth individuals) | 54 | 70.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 6 | 10.1 |
| Total | 254 | 101.1 |
| By Discretionary | ||
| Discretionary | 254 | 101.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 254 | 101.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.1 | |
| Total | 254 | 101.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nest Investments LLC
✚
|
PA | 0.1 |
|
Outlook Capital Management LLC
✚
|
IL | 0.1 |
|
Oldfield Wealth Partners LLC
✚
|
ME | 0.1 |
|
Canaccord Genuity Wealth Management USA Inc
✚
|
0.1 | |
|
First Financial Services LLC
✚
|
AR | 0.1 |
|
Charles River Wealth Management LLC
✚
|
MA | 0.1 |
|
Wright Cove Capital LLC
✚
|
ME | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |
|
Burne Financial Concepts LLC
✚
|
CT | 0.1 |
|
Wealth Engagement LLC
✚
|
GA | 0.1 |