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| Happy Holidays!! thanks for using AUM13F!! |
| WICK Capital Partners LLC
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| CRD # | 299194 |
| SEC # | 801-114337 |
| CIK # | 0001904388 |
| AUM | $565.3 M (2025-06-18) |
| Employees | 12 (92% Investors, 8% Brokers) |
| Phone | 215-302-3535 |
| Address | 150 N Radnor Chester Road Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Illinois Tool Works Inc | 4.6 | ||
| MicroStrategy Inc | 3.3 | ||
| Parker Hannifin Corp | 3.1 | ||
| Microsoft Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Lxtch Capital Fund I 2017 LLC | 2020-03-30 | 5.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 82.8 |
| (b) Individuals (high net worth individuals) | 139 | 482.5 |
| (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 | 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 | 942 | 565.3 |
| By Discretionary | ||
| Discretionary | 942 | 565.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 942 | 565.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 565.3 | |
| Total | 942 | 565.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001904388] |
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