|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Summit Place Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 147984 |
| SEC # | 801-96169 |
| CIK # | 0001801413 |
| AUM | $256.4 M (2025-02-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 908-517-5880 |
| Address | 18 Bank Street Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801413 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.0 | ||
| Microsoft Corp | 8.6 | ||
| Apple Inc | 7.2 | ||
| iShares Comex Gold Trust | 6.6 | ||
| Netflix Inc | 6.0 | ||
| GE Vernova Inc | 6.0 | ||
| United Technologies Corp /DE/ | 4.7 | ||
| Intercontinentalexchange Group Inc | 4.6 | ||
| General Electric Co | 4.4 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Walt Disney Co | 4.1 | ||
| Amazon Com Inc | 4.0 | ||
| Motorola Inc | 3.8 | ||
| VISA Inc | 3.7 | ||
| BlackRock Inc | 3.7 | ||
| Health Care REIT Inc /DE/ | 3.7 | ||
| Hartford Financial Services Group Inc/DE | 3.5 | ||
| Blackstone Group LP | 3.5 | ||
| Martin Marietta Materials Inc | 3.4 | ||
| Corteva Inc | 3.4 | ||
| Carlisle Companies Inc | 3.1 | ||
| Zoetis Inc | 3.0 | ||
| Johnson & Johnson | 3.0 | ||
| Alcon Inc | 2.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.5 |
| (b) Individuals (high net worth individuals) | 34 | 246.9 |
| (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 | 6.0 |
| (n) Other | 0 | 0.0 |
| Total | 338 | 256.4 |
| By Discretionary | ||
| Discretionary | 338 | 256.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 338 | 256.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.4 | |
| Total | 338 | 256.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801413] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Codex Capital Asset Management LLC
✚
|
0.3 | |
|
GPM Growth Investors Inc
✚
|
MI | 0.3 |
|
Meridian Financial LLC
✚
|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 0.3 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
Orion Capital Management LLC
✚
|
CA | 0.3 |
|
The H Group Washington Inc
✚
|
OR | 0.3 |
|
Friedlander Brenda S
✚
|
CA | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |
|
Greenbridge Partners LLC
✚
|
FL | 0.3 |