|
⚲
|
| Sutton Place Investors LLC
✚
|
|
|---|---|
| CRD # | 298989 |
| SEC # | 801-114219 |
| CIK # | 0001930301 |
| AUM | $397.0 M (2026-04-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 914-767-0974 |
| Address | 84 Business Park Drive Armonk, NY 10504 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Nvidia Corp | 3.8 | ||
| Microsoft Corp | 2.9 | ||
| Amazon Com Inc | 2.2 | ||
| J P Morgan Chase & Co | 2.1 | ||
| Dicks Sporting Goods Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 105 | 49.5 |
| (b) Individuals (high net worth individuals) | 50 | 286.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.2 |
| (h) Charitable organizations | 0 | 30.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 26.9 |
| (n) Other | 0 | 0.0 |
| Total | 457 | 397.0 |
| By Discretionary | ||
| Discretionary | 451 | 356.6 |
| Non-Discretionary | 6 | 40.5 |
| Total | 457 | 397.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.0 | |
| Total | 457 | 397.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001930301] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prometheus Capital Management Corp
✚
|
PA | 0.4 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.4 |
|
IAMS Wealth Management LLC
✚
|
NE | 0.4 |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 0.4 |
|
Alpha Solutions Investment Advisors LLC
✚
|
CA | 0.4 |
|
Centennial Wealth Advisory LLC
✚
|
MI | 0.4 |
|
Goodwin Investment Advisory LLC
✚
|
GA | 0.4 |
|
Miramontes Capital LLC
✚
|
CA | 0.4 |
|
New Insight Wealth Advisors
✚
|
CA | 0.4 |
|
Visionary Horizons LLC
✚
|
TN | 0.4 |