Strategic Wealth Partners Group LLC
- Assets, Funds, Holdings
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| Other |
SWP Strategic Income LLC |
[2017-03-29]
|
5.9 M |
13.2 M |
|
Filed 2014-01-02 (D) · Exemption 506(c) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Net Assets $5,000,001 - $25,000,000
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
490
|
0.2 |
| (b) Individuals (high net worth individuals) |
586
|
3.2 |
| (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 |
16 |
0.0 |
| (h) Charitable organizations |
5 |
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 |
9 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
6,045 |
3.5 |
| By Discretionary |
| Discretionary |
5,996 |
3.4 |
| Non-Discretionary |
49 |
0.0 |
| Total |
6,045 |
3.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.5 |
| Total |
6,045 |
3.5 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| David Copeland |
Executive Officer |
25 |
4 |
|
| Neal Price |
Executive Officer |
1 |
1 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.2B |
| Clients | 84 (1 non-US) |
| Serves | Institutional, Retail |
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