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| Third View Private Wealth LLC
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|---|---|
| CRD # | 335591 |
| SEC # | 801-132770 |
| CIK # | 0002083406 |
| AUM | 1,155.0 M (2026-04-27) |
| Employees | 11 (55% Investors, 9% Brokers) |
| Phone | 860-759-0650 |
| Address | 55 Post Road West Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 45.5 | ||
| Amazon Com Inc | 26.4 | ||
| Facebook Inc | 26.0 | ||
| Microsoft Corp | 25.5 | ||
| Alphabet Inc | 23.6 | ||
| Tesla Motors Inc | 23.1 | ||
| Visa Inc | 18.2 | ||
| Netflix Inc | 17.9 | ||
| Apple Inc | 17.7 | ||
| Alphabet Inc | 17.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 68.9 |
| (b) Individuals (high net worth individuals) | 183 | 1,084.5 |
| (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 | 2 | 1.6 |
| (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 | 1,792 | 1,155.0 |
| By Discretionary | ||
| Discretionary | 1,792 | 1,155.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,792 | 1,155.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,155.0 | |
| Total | 1,792 | 1,155.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083406] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Aubrey Capital Management Limited
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1,152.0 M |