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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Estate Planners Group LLC
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|---|---|
| CRD # | 124418 |
| SEC # | 801-110033 |
| CIK # | |
| AUM | $360.9 M (2025-04-02) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 215-321-4410 |
| Address | 37 S Delaware Avenue Yardley, PA 19067 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Hamilton Diversified Growth Fund LP | [2018-03-30] | 18.9 | 10.1 |
| HF | Hamilton Opportunistic Credit Fund LP | [2018-03-30] | 6.6 | 8.4 |
| PE | Hamilton Real Estate Fund III LLC | [2018-03-30] | 3.4 | 14.5 |
| PE | Hamilton Real Estate Fund II LLC | [2018-03-30] | 6.6 | 1.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 77.3 |
| (b) Individuals (high net worth individuals) | 138 | 283.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 326 | 360.9 |
| By Discretionary | ||
| Discretionary | 316 | 356.7 |
| Non-Discretionary | 10 | 4.2 |
| Total | 326 | 360.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.9 | |
| Total | 326 | 360.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Mark Williams | 41 | ||
| David Loesser | 7 | ||
| Richard Stuebi | 5 | ||
| Don Evans | 4 | ||
| Richard Schwarz | 4 | ||
| Hamilton Asset Advisers LLC | 3 | ||
| Michael Locraft | 2 | ||
| Cecilia Cruickshank | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rays Capital Partners Limited
✚
|
0.4 | |
|
Everstar Asset Management LLC
✚
|
NC | 0.3 |
|
Preston Wealth Advisors LLC
✚
|
VA | 0.3 |
|
Raison Asset Management Corp
✚
|
0.2 | |
|
Colarion LLC
✚
|
AL | 0.2 |
|
33 Capital Management LLC
✚
|
CT | 0.1 |
|
Upright Financial Corp
✚
|
0.1 | |
|
Round Table Services LLC
✚
|
NY | 0.0 |
|
Foresight Wealth Management LLC
✚
|
UT | 0.0 |
|
Avalon Advisors LLC
✚
|
TX | 0.0 |