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| Tranquility Partners LLC
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|
|---|---|
| CRD # | 283478 |
| SEC # | 801-113232 |
| CIK # | 0001783773 |
| AUM | $482.7 MM (2023-02-10) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 615-432-5370 |
| Address | 5214 Maryland Way Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 11.2 | |
| BXSL | 4,025.1 | 9.3 | |
| AAPL | 2,382,844.0 | 7.4 | |
| BX | 69,051.8 | 6.3 | |
| GBDC | 2,213.1 | 4.6 | |
| UNH | 477,004.0 | 4.5 | |
| HCA | 51,952.1 | 4.3 | |
| COST | 207,576.9 | 3.5 | |
| MA | 309,583.1 | 3.4 | |
| NKE | 161,751.8 | 3.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 28.7 |
| (b) Individuals (high net worth individuals) | 80 | 454.0 |
| (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 | 0 | 0.0 |
| (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 | 670 | 482.7 |
| By Discretionary | ||
| Discretionary | 625 | 447.1 |
| Non-Discretionary | 45 | 35.7 |
| Total | 670 | 482.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 482.7 | |
| Total | 670 | 482.7 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001783773] |
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