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| Spirepoint Private Client LLC
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| |
|---|---|
| CRD # | 327350 |
| SEC # | 801-128336 |
| CIK # | 0002022908 |
| AUM | $934.1 MM (2024-05-07) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 772-316-1271 |
| Address | 3111 Cardinal Drive Vero Beach, FL 32963 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 148.1 | |
| MSFT | 1,918,222.4 | 29.1 | |
| AAPL | 2,382,844.0 | 28.9 | |
| RIVN | 24,308.8 | 19.2 | |
| CLH | 4,778.9 | 18.5 | |
| NVDA | 399,550.0 | 17.6 | |
| GOOGL | 1,475,138.5 | 14.7 | |
| AMZN | 1,092,997.8 | 13.8 | |
| AVGO | 201,282.9 | 13.7 | |
| JNJ | 465,600.2 | 13.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 17.1 |
| (b) Individuals (high net worth individuals) | 544 | 771.1 |
| (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 | 38 | 145.9 |
| (n) Other | 0 | 0.0 |
| Total | 693 | 934.1 |
| By Discretionary | ||
| Discretionary | 693 | 934.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 693 | 934.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 934.1 | |
| Total | 693 | 934.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002022908] |
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|---|---|---|
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 0.9 |
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Horizon Wealth Management LLC
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NY | 0.9 |
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KEB Asset Management LLC
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IL | 0.9 |
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LRI Investments LLC
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FL | 0.9 |
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Strategic Wealth Group Registered Investment Advisor LLC
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MN | 0.9 |
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CO | 0.9 |