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| Happy Holidays!! thanks for using AUM13F!! |
| Tranquility Partners LLC
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| CRD # | 283478 |
| SEC # | 801-113232 |
| CIK # | 0001783773 |
| AUM | $685.4 M (2025-02-27) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 615-432-5370 |
| Address | 5214 Maryland Way Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001783773 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.8 | ||
| Blackstone Group LP | 12.1 | ||
| Apple Inc | 8.7 | ||
| Amazon Com Inc | 7.1 | ||
| Costco Wholesale Corp /NEW | 7.0 | ||
| Nvidia Corp | 6.6 | ||
| HCA Holdings Inc | 6.3 | ||
| Blackstone Secured Lending Fund | 5.8 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Golub Capital BDC Inc | 5.2 | ||
| Altimar Acquisition Corp | 5.0 | ||
| Mastercard Inc | 4.8 | ||
| Alphabet Inc | 3.9 | ||
| Brookfield Infrastructure Partners LP | 2.8 | ||
| VISA Inc | 2.7 | ||
| UnitedHealth Group Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| New Mountain Finance Corp | 2.4 | ||
| Eaton Corp Ltd | 2.4 | ||
| Owl Rock Capital Corp | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 29.5 |
| (b) Individuals (high net worth individuals) | 105 | 655.5 |
| (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 | 0.5 |
| (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 | 859 | 685.4 |
| By Discretionary | ||
| Discretionary | 816 | 661.8 |
| Non-Discretionary | 43 | 23.7 |
| Total | 859 | 685.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 685.4 | |
| Total | 859 | 685.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001783773] |
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|---|---|---|
|
Provident Wealth Management LLC
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|
TN | 0.7 |
|
Main Street Retirement Planning LLC
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TX | 0.7 |
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White Lighthouse Investment Management Inc
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0.7 | |
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Kraft Davis & Associates LLC
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MO | 0.7 |
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Saxon Woods Advisors LLC
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NY | 0.7 |
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Sycamore Financial Group Inc
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IN | 0.7 |
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Peninsula Wealth LLC
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CA | 0.7 |
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SSA Swiss Advisors AG
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0.7 | |
|
Whelan Financial
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CA | 0.7 |
|
Financial Directions LLC
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AZ | 0.7 |