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

Identifiers

SEC RIA File Number 801-113455
SEC ERA File Number 801-113455
SEC CIK Numbers 1759751
SEC CRD Numbers 297154
Legal Entity Identifier None

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
(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
(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

105020192020202120222023202420253 on 5/30/20195 on 11/12/20195 on 3/26/20205 on 6/17/20205 on 8/18/20205 on 3/10/20215 on 8/12/20215 on 9/7/20215 on 9/21/20216 on 2/10/20226 on 3/16/20226 on 7/22/20226 on 2/16/20236 on 10/9/20235 on 2/14/2024

RAUM, Historic

500M250M02019202020212022202320242025222063835 on 5/30/2019222063835 on 11/12/2019338884363 on 3/26/2020338884363 on 6/17/2020338884363 on 8/18/2020376653542 on 3/10/2021376653542 on 8/12/2021376653542 on 9/7/2021376653542 on 9/21/2021457379148 on 2/10/2022457379148 on 3/16/2022457379148 on 7/22/2022411371011 on 2/16/2023411371011 on 10/9/2023467184144 on 2/14/2024

No. Clients, Historic

90450201920202021202220232024202544 on 5/30/201944 on 11/12/201967 on 3/26/202067 on 6/17/202067 on 8/18/202071 on 3/10/202171 on 8/12/202171 on 9/7/202171 on 9/21/202168 on 2/10/202268 on 3/16/202268 on 7/22/202280 on 2/16/202380 on 10/9/202388 on 2/14/2024

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