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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) |
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CIK | Period |
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0002022908 | |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
United Parcel Service Inc | 157,208.0 | 148.1 | |
Microsoft Corp | 1,918,222.4 | 29.1 | |
Apple Inc | 2,382,844.0 | 28.9 | |
Rivian Automotive Inc / de | 24,308.8 | 19.2 | |
Clean Harbors Inc | 4,778.9 | 18.5 | |
Nvidia Corp | 399,550.0 | 17.6 | |
Alphabet Inc | 1,475,138.5 | 14.7 | |
Amazon Com Inc | 1,092,997.8 | 13.8 | |
Broadcom Inc | 201,282.9 | 13.7 | |
Johnson & Johnson | 465,600.2 | 13.6 | |
Procter & Gamble Co | 338,108.9 | 13.2 | |
Lilly Eli & Co | 301,789.7 | 12.8 | |
FPL Group Inc | 150,166.4 | 11.1 | |
Costco Wholesale Corp /NEW | 207,576.9 | 9.7 | |
Palo Alto Networks Inc | 49,011.6 | 9.3 | |
Exxon Mobil Corp | 385,508.3 | 8.9 | |
Royal Caribbean Cruises Ltd | 10,233.9 | 8.8 | |
VISA Inc | 419,260.5 | 8.1 | |
UnitedHealth Group Inc | 477,004.0 | 7.7 | |
Lockheed Martin Corp | 111,953.9 | 7.0 | |
Chevron Corp | 294,604.1 | 6.9 | |
TJX Companies Inc /DE/ | 67,345.6 | 6.8 | |
Danaher Corp /DE/ | 183,136.1 | 6.5 | |
Constellation Brands Inc | 45,234.3 | 6.2 | |
Cigna Corp | 84,461.4 | 6.1 | |
Diamondback Energy Inc | 22,791.8 | 5.8 | |
Northrop Grumman Corp /DE/ | 72,230.4 | 5.8 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 111 | 17.1 |
(b) Individuals (high net worth individuals) | 544 | 771.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 38 | 145.9 |
(n) Other | 0 | 0.0 |
Total | 693 | 934.1 |
By Discretionary | ||
Discretionary | 693 | 934.1 |
Non-Discretionary | 0 | 0.0 |
Total | 693 | 934.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 934.1 | |
Total | 693 | 934.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002022908] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 0.9 |
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
Platform Technology Partners LLC
✚
|
NY | 0.9 |
Waypoint Wealth Partners Inc
✚
|
CA | 0.9 |
Philip James Wealth Management LLC
✚
|
GA | 0.9 |
Arbor Capital Management Corp
✚
|
NY | 0.9 |
KEB Asset Management LLC
✚
|
IL | 0.9 |
LRI Investments LLC
✚
|
FL | 0.9 |
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 0.9 |
Elk River Wealth Management LLC
✚
|
CO | 0.9 |