|
⚲
|
| Keyboard |
| Significant Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 293060 |
| SEC # | 801-128037 |
| CIK # | 0001964680 |
| AUM | 126.1 M (2026-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-639-7830 |
| Address | 117 W Main St Cary, IL 60013 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964680 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Penske Automotive Group Inc | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Hercules Capital Inc | 2.0 | ||
| Tekla World Healthcare Fund | 2.0 | ||
| Ares Management LP | 2.0 | ||
| Progressive Corp/Oh/ | 1.9 | ||
| FS KKR Capital Corp | 1.9 | ||
| Goldman Sachs BDC Inc | 1.9 | ||
| Flex LNG Ltd | 1.9 | ||
| RiverNorth Specialty Finance Corp | 1.8 | ||
| Guggenheim Strategic Opportunities Fund | 1.8 | ||
| Carlyle Secured Lending Inc | 1.7 | ||
| KKR Income Opportunities Fund | 1.6 | ||
| Dicks Sporting Goods Inc | 1.3 | ||
| Arbor Realty Trust Inc | 1.3 | ||
| Fidus Investment Corp | 1.2 | ||
| Steel Dynamics Inc | 1.1 | ||
| PIMCO Dynamic Income Fund | 1.0 | ||
| Dynex Capital Inc | 1.0 | ||
| Nvidia Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 831 | 96.2 |
| (b) Individuals (high net worth individuals) | 14 | 29.5 |
| (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 | 0.3 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 126.1 |
| By Discretionary | ||
| Discretionary | 851 | 126.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 851 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 851 | 126.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964680] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 127.0 M |
|
Bone FIDE Wealth LLC
✚
|
NY | 126.7 M |
|
ACTS Financial Advisors LLC
✚
|
VA | 126.5 M |
|
Wallick Investments LLC
✚
|
SC | 126.5 M |
|
Shepherd Street Advisors LLC
✚
|
CA | 126.2 M |
|
Oak Street Advisors Inc
✚
|
SC | 126.2 M |
|
Bastion Fiduciary LLC
✚
|
125.2 M | |
|
Konza Global Advisory LLC
✚
|
KS | 125.2 M |
|
Seedsafe Financial LLC
✚
|
125.2 M | |
|
44 North Capital LLC
✚
|
MN | 125.1 M |