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| Tranquility Partners LLC
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| CRD # | 283478 |
| SEC # | 801-113232 |
| CIK # | 0001783773 |
| AUM | 897.0 M (2026-02-03) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-432-5370 |
| Address | 5214 Maryland Way Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001783773 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.5 | ||
| Blackstone Group LP | 10.7 | ||
| Apple Inc | 9.8 | ||
| HCA Holdings Inc | 7.5 | ||
| Nvidia Corp | 6.8 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Alphabet Inc | 6.1 | ||
| Amazon Com Inc | 5.9 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Golub Capital BDC Inc | 4.6 | ||
| Alphabet Inc | 4.2 | ||
| Mastercard Inc | 3.5 | ||
| Brookfield Infrastructure Partners LP | 3.0 | ||
| Altimar Acquisition Corp | 3.0 | ||
| Visa Inc | 2.7 | ||
| Marathon Petroleum Corp | 2.5 | ||
| New Mountain Finance Corp | 2.5 | ||
| Johnson & Johnson | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 143 | 69.5 |
| (b) Individuals (high net worth individuals) | 100 | 810.4 |
| (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 | 1 | 1.2 |
| (h) Charitable organizations | 2 | 0.6 |
| (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 | 2 | 15.2 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 897.0 |
| By Discretionary | ||
| Discretionary | 908 | 868.0 |
| Non-Discretionary | 42 | 29.0 |
| Total | 950 | 897.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 897.0 | |
| Total | 950 | 897.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001783773] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
JLB & Associates Inc
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|
Erguz LLC
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TX | 889.0 M |