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The Estate Planners Group LLC
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CRD # | 124418 |
SEC # | 801-110033 |
CIK # | |
AUM | $328.6 MM (2024-03-29) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 215-321-4410 |
Address | 37 S Delaware Avenue Yardley, PA 19067 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 |