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| Happy Holidays!! thanks for using AUM13F!! |
| Sutton Place Investors LLC
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| CRD # | 298989 |
| SEC # | 801-114219 |
| CIK # | 0001930301 |
| AUM | $336.8 M (2025-07-22) |
| Employees | 5 (80% Investors, 20% Brokers) |
| Phone | 914-767-0974 |
| Address | 84 Business Park Drive Armonk, NY 10504 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.7 | ||
| Microsoft Corp | 3.6 | ||
| Nvidia Corp | 3.0 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 38.8 |
| (b) Individuals (high net worth individuals) | 51 | 245.4 |
| (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 | 3.5 |
| (h) Charitable organizations | 0 | 26.9 |
| (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 | 22.2 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 336.8 |
| By Discretionary | ||
| Discretionary | 411 | 297.2 |
| Non-Discretionary | 6 | 39.6 |
| Total | 417 | 336.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.8 | |
| Total | 417 | 336.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001930301] |
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|---|---|---|
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Paragon Financial Services
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VA | 0.3 |
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Waterford Advisors LLC
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NY | 0.3 |
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Manners Paul & Associates Inc
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GA | 0.3 |
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Bay Harbor Wealth Management LLC
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MD | 0.3 |
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Banorte Asset Management Inc
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TX | 0.3 |
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Paragon Financial Partners Inc
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CA | 0.3 |
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Blackhawk Capital Partners LLC
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WI | 0.3 |
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Palm Valley Capital Management LLC
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FL | 0.3 |
|
Poinciana Advisors Group LLC
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FL | 0.3 |
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The Retirement Planning Company of New England Inc
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RI | 0.3 |