|
⚲
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| Running Point Capital Advisors LLC
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| |
|---|---|
| CRD # | 306275 |
| SEC # | 801-117793 |
| CIK # | 0001840629 |
| AUM | $509.4 MM (2024-03-28) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 424-502-3501 |
| Address | 101 North Pacific Coast Highway El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ARES | 10,310.9 | 4.9 | |
| MSFT | 1,918,222.4 | 3.6 | |
| AAPL | 2,382,844.0 | 3.0 | |
| IAUM | 2.0 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 5.9 |
| (b) Individuals (high net worth individuals) | 103 | 483.4 |
| (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 | 1 | 0.9 |
| (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 | 1 | 2.6 |
| (n) Other | 1 | 16.5 |
| Total | 612 | 509.4 |
| By Discretionary | ||
| Discretionary | 575 | 483.7 |
| Non-Discretionary | 37 | 25.7 |
| Total | 612 | 509.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.4 | |
| Total | 612 | 509.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001840629] |
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|---|---|---|
|
Kesler Norman & Wride LLC
✚
|
UT | 0.5 |
|
Greenup Street Wealth Management LLC
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|
KS | 0.5 |
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NC | 0.5 |
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VA | 0.5 |
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TN | 0.5 |
|
Safe Harbor Family Capital LLC
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NC | 0.5 |
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Beta Capital Management LLC
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FL | 0.5 |
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ZEGA Investments
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FL | 0.5 |
|
Socorro Asset Management LP
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TX | 0.5 |
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DOHJ LLC
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WA | 0.5 |