|
⚲
|
| Signature Equity Partners LLC
✚
|
|
|---|---|
| CRD # | 327455 |
| SEC # | 801-128432 |
| CIK # | 0002109813 |
| AUM | $330.6 M (2026-03-12) |
| Employees | 38 (66% Investors, 66% Brokers) |
| Phone | 614-846-6000 |
| Address | 445 Hutchinson Avenue Columbus, OH 43235 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109813 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.9 | ||
| SPDR Gold Trust | 6.4 | ||
| Nvidia Corp | 5.5 | ||
| Boeing Co | 3.6 | ||
| Gores Holdings IV Inc | 3.4 | ||
| Microsoft Corp | 2.4 | ||
| Amazon Com Inc | 2.4 | ||
| Tesla Motors Inc | 2.0 | ||
| Alphabet Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Arista Networks Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,019 | 256.0 |
| (b) Individuals (high net worth individuals) | 37 | 74.7 |
| (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 | 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 | 1,714 | 330.6 |
| By Discretionary | ||
| Discretionary | 1,701 | 329.0 |
| Non-Discretionary | 13 | 1.6 |
| Total | 1,714 | 330.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.6 | |
| Total | 1,714 | 330.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109813] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Charles Fish Investments Inc
✚
|
CA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Sandstone Asset Management Inc
✚
|
0.3 | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 0.3 |
|
Uniplan Investment Counsel Inc
✚
|
WI | 0.3 |
|
Cypress Capital Wealth Management LLC
✚
|
MI | 0.3 |
|
Dai Wealth LLC
✚
|
GA | 0.3 |