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| Keyboard |
| Wick Capital Partners LLC
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|---|---|
| CRD # | 299194 |
| SEC # | 801-114337 |
| CIK # | 0001904388 |
| AUM | 929.7 M (2026-03-30) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Nvidia Corp | 5.5 | ||
| Apple Inc | 5.4 | ||
| Rocky Holding Inc | 4.6 | ||
| Microsoft Corp | 4.2 | ||
| Amazon Com Inc | 2.8 | ||
| Meridian Corp | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Lxtch Capital Fund I 2017 LLC | 2020-03-30 | 5.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 26.8 |
| (b) Individuals (high net worth individuals) | 241 | 902.9 |
| (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 | 1,179 | 929.7 |
| By Discretionary | ||
| Discretionary | 1,171 | 919.2 |
| Non-Discretionary | 8 | 10.5 |
| Total | 1,179 | 929.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 929.7 | |
| Total | 1,179 | 929.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904388] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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