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| Sutton Place Investors LLC
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| |
|---|---|
| CRD # | 298989 |
| SEC # | 801-114219 |
| CIK # | 0001930301 |
| AUM | $230.8 MM (2024-01-29) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 914-767-0974 |
| Address | 6 Sutton Place Katonah, NY 10536 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.1 | |
| MSFT | 1,918,222.4 | 3.2 | |
| JPM | 340,169.2 | 3.0 | |
| MRK | 232,371.9 | 2.2 | |
| PG | 338,108.9 | 2.1 | |
| LLY | 301,789.7 | 2.0 | |
| TJX | 67,345.6 | 2.0 | |
| XOM | 385,508.3 | 1.9 | |
| WTM | 3,745.3 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 32.1 |
| (b) Individuals (high net worth individuals) | 30 | 156.3 |
| (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 | 3.2 |
| (h) Charitable organizations | 0 | 21.5 |
| (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 | 17.8 |
| (n) Other | 0 | 0.0 |
| Total | 357 | 230.8 |
| By Discretionary | ||
| Discretionary | 355 | 227.7 |
| Non-Discretionary | 2 | 3.2 |
| Total | 357 | 230.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.8 | |
| Total | 357 | 230.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001930301] |
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|---|---|---|
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Morton Wealth Advisors
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|
MA | 0.2 |
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Freeman Will & Niemeier Inc
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Secura Financial LLC
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Peak Financial Advisors LLC
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CO | 0.2 |