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| Tranquility Partners LLC
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| |
|---|---|
| CRD # | 283478 |
| SEC # | 801-113232 |
| CIK # | 0001783773 |
| AUM | $557.7 MM (2024-01-16) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 615-432-5370 |
| Address | 5214 Maryland Way Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001783773 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 17.2 | |
| Apple Inc | 2,382,844.0 | 9.4 | |
| Blackstone Group LP | 69,051.8 | 9.3 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 6.2 | |
| Blackstone Secured Lending Fund | 4,025.1 | 6.1 | |
| Amazon Com Inc | 1,092,997.8 | 6.0 | |
| Golub Capital BDC Inc | 2,213.1 | 5.4 | |
| HCA Holdings Inc | 51,952.1 | 5.3 | |
| New Mountain Finance Corp | 1,201.6 | 4.8 | |
| UnitedHealth Group Inc | 477,004.0 | 4.7 | |
| Nvidia Corp | 399,550.0 | 4.7 | |
| Altimar Acquisition Corp | 4,574.9 | 4.4 | |
| Mastercard Inc | 309,583.1 | 4.1 | |
| Alphabet Inc | 1,475,138.5 | 4.1 | |
| J P Morgan Chase & Co | 340,169.2 | 3.8 | |
| Quintiles Transnational Holdings Inc | 40,166.9 | 3.5 | |
| Alphabet Inc | 1,482,566.4 | 2.6 | |
| Owl Rock Capital Corp | 2.3 | ||
| Brookfield Infrastructure Partners LP | 17,034.7 | 2.2 | |
| VISA Inc | 419,260.5 | 2.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 36.7 |
| (b) Individuals (high net worth individuals) | 87 | 520.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 738 | 557.7 |
| By Discretionary | ||
| Discretionary | 696 | 538.6 |
| Non-Discretionary | 42 | 19.1 |
| Total | 738 | 557.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.7 | |
| Total | 738 | 557.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001783773] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.6 |
|
Murphy Pohlad Asset Management LLC
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|
MN | 0.6 |
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Financial Directions LLC
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AZ | 0.6 |
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Epsilon Financial Group Inc
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CA | 0.6 |
|
Goldstone Financial Group LLC
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IL | 0.6 |
|
Blue Oak Capital LLC
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CA | 0.6 |
|
Walled Lake Planning & Wealth Management LLC
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IL | 0.6 |
|
Action Point Financial Planning LLC
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|
MI | 0.6 |
|
Dream Capital Advisors LLC
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IL | 0.6 |
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |