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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Securities Capital Partners Management Company LLC
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|---|---|
| CRD # | 329038 |
| SEC # | 801-129395 |
| CIK # | |
| AUM | $225.2 M (2025-04-07) |
| Employees | 37 (11% Investors, 5% Brokers) |
| Phone | 407-476-2500 |
| Address | 2301 Sugar Bush Road Raleigh, NC 27612 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 225.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 225.2 |
| By Discretionary | ||
| Discretionary | 2 | 225.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 225.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.2 | |
| Total | 2 | 225.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.2 |
|
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
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Malvern Capital Management LLC
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PA | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.2 |
|
Intercam Advisors Inc
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|
FL | 0.2 |
|
Robbins Farley LLC
✚
|
NH | 0.2 |
|
Constitution Capital LLC
✚
|
CT | 0.2 |
|
103 Advisory Group LLC
✚
|
IL | 0.2 |
|
Sage Investment Advisers LLC
✚
|
NY | 0.2 |