INLET PRIVATE WEALTH, LLC
Adviser information for INLET PRIVATE WEALTH, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 141 | $410.7M |
Non-Discretionary | 17 | $56.5M |
Total | 158 | $467.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 33 | $8.4M |
HNW Individuals | 55 | $452.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $6.0M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesSUB-ADVISORY SERVICES |
---|---|
Compensation | % of AUM |
Principal Office
116 INTRACOASTAL POINTE DR.SUITE 400
JUPITER
FL
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (561) 781-0400, Fax: 561-781-0407
Chief Compliance Officer
TED E. FURNISS
CHAIRMAN & CHIEF INVESTMENT OFFICER
116 INTRACOASTAL POINTE DR.
SUITE 400
JUPITER
FL
United States
Tel:
(561) 781-0400
T*******@*********************M
(Full email address available in API data)
Regulatory Contact
THERESE B. MANZ
COMPLIANCE OFFICER
116 INTRACOASTAL POINTE DR.
SUITE 400
JUPITER
FL
United States
Tel:
(561) 781-0404
T****@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CREMENT, KAREN, NMN | Individual | – | CHIEF OPERATIONS OFFICER | 01/2023 | < 5% |
FURNISS, TED, E | Individual | – | CHAIRMAN, CHIEF INVESTMENT OFFICER, CCO | 06/2018 | 50-75% |
PEAPER, VICTORIA, LYNN | Individual | – | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | 06/2018 | 50-75% |
MANZ, THERESE, B | Individual | – | COMPLIANCE OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 308K | 3K | – |
ABBVIE INC | COM | 3M | 16K | – |
ADVANCE AUTO PARTS INC | COM | 1M | 16K | – |
AFLAC INC | COM | 795K | 9K | – |
AIR PRODS & CHEMS INC | COM | 275K | 1K | – |
ALPHABET INC | CAP STK CL C | 9M | 47K | – |
ALPHABET INC | CAP STK CL A | 5M | 26K | – |
ALTRIA GROUP INC | COM | 6M | 134K | – |
AMAZON COM INC | COM | 1M | 7K | – |
AMERICAN EXPRESS CO | COM | 2M | 10K | – |
AMGEN INC | COM | 7M | 23K | – |
ANALOG DEVICES INC | COM | 228K | 997 | – |
APPLE HOSPITALITY REIT INC | COM NEW | 3M | 197K | – |
APPLE INC | COM | 19M | 90K | – |
ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | 237K | 26K | – |
AT&T INC | COM | 1M | 54K | – |
AUTOMATIC DATA PROCESSING IN | COM | 725K | 3K | – |
BANK AMERICA CORP | COM | 6M | 145K | – |
BANK NEW YORK MELLON CORP | COM | 2M | 37K | – |
BECTON DICKINSON & CO | COM | 327K | 1K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 14M | 35K | – |
BLACKROCK INC | COM | 3M | 4K | – |
BLACKSTONE SECD LENDING FD | COMMON STOCK | 2M | 55K | – |
BOOKING HOLDINGS INC | COM | 641K | 162 | – |
BRISTOL-MYERS SQUIBB CO | COM | 2M | 55K | – |
BRITISH AMERN TOB PLC | SPONSORED ADR | 5M | 146K | – |
BROADCOM INC | COM | 864K | 538 | – |
CANNAE HLDGS INC | COM | 363K | 20K | – |
CARMAX INC | COM | 4M | 59K | – |
CHEVRON CORP NEW | COM | 2M | 14K | – |
CISCO SYS INC | COM | 7M | 153K | – |
CITIGROUP INC | COM NEW | 6M | 102K | – |
CME GROUP INC | COM | 6M | 29K | – |
COCA COLA CO | COM | 599K | 9K | – |
CONOCOPHILLIPS | COM | 243K | 2K | – |
COSTCO WHSL CORP NEW | COM | 5M | 5K | – |
CROWN CASTLE INC | COM | 3M | 29K | – |
CUMMINS INC | COM | 832K | 3K | – |
CVS HEALTH CORP | COM | 4M | 70K | – |
D R HORTON INC | COM | 7M | 50K | – |
DANAHER CORPORATION | COM | 769K | 3K | – |
DAVITA INC | COM | 6M | 43K | – |
DELTA AIR LINES INC DEL | COM NEW | 3M | 63K | – |
DIAGEO PLC | SPON ADR NEW | 298K | 2K | – |
DISCOVER FINL SVCS | COM | 407K | 3K | – |
EATON CORP PLC | SHS | 217K | 692 | – |
EBAY INC. | COM | 2M | 42K | – |
EMERSON ELEC CO | COM | 2M | 22K | – |
EXXON MOBIL CORP | COM | 2M | 21K | – |
FEDERATED HERMES INC | CL B | 5M | 157K | – |
FIDELITY NATL INFORMATION SV | COM | 7M | 92K | – |
FLUTTER ENTMT PLC | SHS | 4M | 22K | – |
GE AEROSPACE | COM NEW | 6M | 35K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 231K | 3K | – |
GE VERNOVA INC | COM | 409K | 2K | – |
GRAINGER W W INC | COM | 902K | 1K | – |
HEWLETT PACKARD ENTERPRISE C | COM | 436K | 21K | – |
HP INC | COM | 2M | 54K | – |
ILLINOIS TOOL WKS INC | COM | 545K | 2K | – |
INTEL CORP | COM | 240K | 8K | – |
INTERNATIONAL BUSINESS MACHS | COM | 2M | 9K | – |
INTUIT | COM | 3M | 4K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 461K | 3K | – |
ISHARES GOLD TR | ISHARES NEW | 2M | 36K | – |
ISHARES TR | FLTG RATE NT ETF | 263K | 5K | – |
ISHARES TR | RUSSELL 2000 ETF | 334K | 2K | – |
ISHARES TR | CORE S&P500 ETF | 494K | 902 | – |
ISHARES TR | CORE MSCI EAFE | 430K | 6K | – |
ITURAN LOCATION AND CONTROL | SHS | 3M | 142K | – |
JOHNSON & JOHNSON | COM | 2M | 16K | – |
JPMORGAN CHASE & CO. | COM | 11M | 54K | – |
KINDER MORGAN INC DEL | COM | 2M | 83K | – |
KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 6M | 226K | – |
LABCORP HOLDINGS INC | COM SHS | 3M | 16K | – |
LKQ CORP | COM | 6M | 139K | – |
LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
LOWES COS INC | COM | 891K | 4K | – |
MARKEL GROUP INC | COM | 301K | 191 | – |
MASTERCARD INCORPORATED | CL A | 2M | 5K | – |
MCKESSON CORP | COM | 13M | 23K | – |
MEDTRONIC PLC | SHS | 5M | 64K | – |
MERCK & CO INC | COM | 6M | 52K | – |
META PLATFORMS INC | CL A | 713K | 1K | – |
MICROSOFT CORP | COM | 18M | 40K | – |
MOLSON COORS BEVERAGE CO | CL B | 2M | 46K | – |
NEWMONT CORP | COM | 2M | 43K | – |
NORFOLK SOUTHN CORP | COM | 2M | 8K | – |
NOVARTIS AG | SPONSORED ADR | 237K | 2K | – |
OMNICOM GROUP INC | COM | 233K | 3K | – |
ORACLE CORP | COM | 4M | 26K | – |
PAYCHEX INC | COM | 984K | 8K | – |
PAYPAL HLDGS INC | COM | 756K | 13K | – |
PAYSAFE LIMITED | *W EXP 03/30/202 | 572 | 24K | – |
PEPSICO INC | COM | 2M | 14K | – |
PFIZER INC | COM | 2M | 60K | – |
PHILIP MORRIS INTL INC | COM | 401K | 4K | – |
PRICE T ROWE GROUP INC | COM | 3M | 22K | – |
PROCTER AND GAMBLE CO | COM | 2M | 12K | – |
PROGRESSIVE CORP | COM | 902K | 4K | – |
PULTE GROUP INC | COM | 1M | 11K | – |
QUALCOMM INC | COM | 10M | 50K | – |
RTX CORPORATION | COM | 264K | 3K | – |
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 9M | 86K | – |
SONY GROUP CORP | SPONSORED ADR | 5M | 61K | – |
SS&C TECHNOLOGIES HLDGS INC | COM | 885K | 14K | – |
STARBUCKS CORP | COM | 568K | 7K | – |
SUNCOR ENERGY INC NEW | COM | 4M | 107K | – |
TANGER INC | COM | 2M | 69K | – |
TARGET CORP | COM | 2M | 14K | – |
TELLURIAN INC NEW | COM | 7K | 10K | – |
THERMO FISHER SCIENTIFIC INC | COM | 227K | 410 | – |
TRANE TECHNOLOGIES PLC | SHS | 396K | 1K | – |
TRAVELERS COMPANIES INC | COM | 649K | 3K | – |
UNILEVER PLC | SPON ADR NEW | 2M | 33K | – |
UNION PAC CORP | COM | 4M | 17K | – |
UNITED PARCEL SERVICE INC | CL B | 6M | 42K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 337K | 674 | – |
VANGUARD STAR FDS | VG TL INTL STK F | 227K | 4K | – |
VERIZON COMMUNICATIONS INC | COM | 808K | 20K | – |
VITESSE ENERGY INC | COMMON STOCK | 1M | 56K | – |
WALGREENS BOOTS ALLIANCE INC | COM | 578K | 48K | – |
WALMART INC | COM | 1M | 22K | – |
WASTE MGMT INC DEL | COM | 9M | 40K | – |
WHEATON PRECIOUS METALS CORP | COM | 2M | 39K | – |
WHIRLPOOL CORP | COM | 412K | 4K | – |
WK KELLOGG CO | COM SHS | 5M | 311K | – |
WPP PLC NEW | ADR | 529K | 12K | – |
ZOETIS INC | CL A | 289K | 2K | – |