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| Happy Holidays!! thanks for using AUM13F!! |
| Signature Equity Partners LLC
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| CRD # | 327455 |
| SEC # | 801-128432 |
| CIK # | |
| AUM | $250.9 M (2024-11-07) |
| Employees | 32 (66% Investors, 66% Brokers) |
| Phone | 614-846-6000 |
| Address | 445 Hutchinson Avenue Columbus, OH 43235 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 813 | 201.0 |
| (b) Individuals (high net worth individuals) | 25 | 49.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,398 | 250.9 |
| By Discretionary | ||
| Discretionary | 1,298 | 236.0 |
| Non-Discretionary | 100 | 15.0 |
| Total | 1,398 | 250.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.9 | |
| Total | 1,398 | 250.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Norris Financial Group LLC
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|
SC | 0.3 |
|
Glass Wealth Management Co LLC
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TX | 0.3 |
|
Capital Cities Investments
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IN | 0.3 |
|
Alamar Capital Management LLC
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CA | 0.3 |
|
Harmony Point Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Universal Financial Advisors LLC
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MO | 0.3 |
|
Powers Advisory Group LLC
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|
IL | 0.3 |
|
Victus Captial Wealth LLC
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|
CA | 0.3 |
|
Three Peaks Capital Management LLC
✚
|
CO | 0.3 |
|
HF Advisory Group LLC
✚
|
MD | 0.3 |