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| Happy Holidays!! thanks for using AUM13F!! |
| Running Point Capital Advisors LLC
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|---|---|
| CRD # | 306275 |
| SEC # | 801-117793 |
| CIK # | 0001840629 |
| AUM | $656.9 M (2025-03-31) |
| Employees | 9 (67% Investors, 22% Brokers) |
| Phone | 424-502-3501 |
| Address | 101 North Pacific Coast Highway El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840629 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ares Management LP | 6.9 | ||
| Microsoft Corp | 4.8 | ||
| Apple Inc | 3.6 | ||
| Nvidia Corp | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 5.7 |
| (b) Individuals (high net worth individuals) | 125 | 647.7 |
| (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 | 1.0 |
| (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 | 4 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 748 | 656.9 |
| By Discretionary | ||
| Discretionary | 726 | 643.4 |
| Non-Discretionary | 22 | 13.6 |
| Total | 748 | 656.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.9 | |
| Total | 748 | 656.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001840629] |
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|---|---|---|
|
Walsh & Associates LLC
✚
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FL | 0.7 |
|
Eagle Rock Investment Company LLC
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GA | 0.7 |
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Retireright LLC
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IA | 0.7 |
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Hurlow Wealth Management Group Inc
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IN | 0.7 |
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Hi-Line Capital Management LLC
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SD | 0.7 |
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Excalibur Management Corp
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MA | 0.7 |
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Navalign LLC
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CA | 0.7 |
|
Wealthcare Investment Partners LLC
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RI | 0.7 |
|
Strong Tower Advisory Services LLC
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MN | 0.7 |
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Lorne Steinberg Wealth Management Inc
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0.7 |