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| Summit Place Financial Advisors LLC
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|---|---|
| CRD # | 147984 |
| SEC # | 801-96169 |
| CIK # | 0001801413 |
| AUM | $300.4 M (2026-03-19) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 908-517-5880 |
| Address | 18 Bank Street Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801413 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 8.7 | ||
| Apple Inc | 8.7 | ||
| Nvidia Corp | 8.4 | ||
| GE Vernova Inc | 7.3 | ||
| Microsoft Corp | 6.4 | ||
| Wal Mart Stores Inc | 4.9 | ||
| United Technologies Corp /DE/ | 4.9 | ||
| Netflix Inc | 4.5 | ||
| General Electric Co | 4.4 | ||
| Johnson & Johnson | 4.0 | ||
| Corteva Inc | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| Health Care REIT Inc /DE/ | 3.8 | ||
| Martin Marietta Materials Inc | 3.5 | ||
| Hartford Financial Services Group Inc/DE | 3.5 | ||
| Alphabet Inc | 3.4 | ||
| Visa Inc | 3.2 | ||
| BlackRock Inc | 3.2 | ||
| Walt Disney Co | 2.9 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| APA Corp | 2.8 | ||
| Discovery Communications Inc | 2.6 | ||
| Alcon Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.8 |
| (b) Individuals (high net worth individuals) | 50 | 290.9 |
| (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 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 335 | 300.4 |
| By Discretionary | ||
| Discretionary | 335 | 300.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 335 | 300.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.4 | |
| Total | 335 | 300.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801413] |
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