The Estate Planners Group LLC

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Assets, Funds, Holdings

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The Estate Planners Group LLC
CRD #124418
SEC #801-110033
CIK #
AUM $328.6 MM (2024-03-29)
Employees 5 (100% Investors, 0% Brokers)
Phone215-321-4410
Address37 S Delaware Avenue
Yardley, PA 19067
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 132 68.9
(b) Individuals (high net worth individuals) 88 259.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 220 328.6
By Discretionary
Discretionary 210 325.0
Non-Discretionary 10 3.6
Total 220 328.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 328.6
Total 220 328.6
Form D Directors # Filings # Firms 2011 - 2024
Mark Williams 39
David Loesser 7
Richard Stuebi 5
Don Evans 4
Richard Schwarz 4
Hamilton Asset Advisers LLC 3
Michael Locraft 2
Cecilia Cruickshank 1
Comparable Firms State AUM ($BB)
Three Bell Capital LLC
TX 3.2
CM Wealth Advisors LLC
OH 3.2
Rays Capital Partners Limited
0.5
Preston Wealth Advisors LLC
VA 0.2
Upright Financial Corp
NJ 0.1
Raison Asset Management Corp
0.1
Avalon Advisors LLC
TX 0.0
Round Table Services LLC
NY 0.0
Foresight Wealth Management LLC
UT 0.0
Wedbush Asset Management LLC
CA 0.0
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