GENERAL PARTNER, INC.
Adviser information for GENERAL PARTNER, INC. last updated from Form ADV on January 13th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 3 | $222.9M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $222.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1 | $3.0M |
| HNW Individuals | 0 | $0 |
| 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 | $219.9M |
| 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 | 3 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | Fixed fees |
Principal Office
271 MABRICK AVENUEPITTSBURGH
PA
United States
Monday - Friday, 9:00 TO 5:00
Tel: 412-302-8641, Fax: None
Websites
Chief Compliance Officer
PATRICK T. HEGARTY
PRESIDENT
271 MABRICK AVENUE
PITTSBURGH
PA
United States
Tel:
(412) 302-8641
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 |
|---|---|---|---|---|---|
| HEGARTY, PATRICK, TIMOTHY | Individual | – | PRESDIENT AND CHIEF COMPLIANCE OFFICER | 04/2019 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Berkshire Hathaway Inc | CL | 20M | 33 | – |
| Abbott Laboratories | CL | 341K | 3K | – |
| AbbVie INC | CL | 44K | 257 | – |
| Air Products and Chemicals Inc | CL | 521K | 2K | – |
| Alphabet Inc | CL | 6M | 31K | – |
| Amazon.com Inc | CL | 1M | 8K | – |
| American Tower Corp | CL | 294K | 2K | – |
| Apple Inc | CL | 8M | 36K | – |
| Applied Materials Inc | CL | 78K | 329 | – |
| Automatic Data Processing Inc | CL | 48K | 201 | – |
| Bank of America Corp | CL | 196K | 5K | – |
| Berkshire Hathaway Inc | CL | 612K | 2K | – |
| Broadcom Inc | CL | 307K | 191 | – |
| Carrier Global Corp | CL | 415K | 7K | – |
| Chevron Corp | CL | 283K | 2K | – |
| ConocoPhillips | CL | 48K | 422 | – |
| Costco Wholesale Corp | CL | 1M | 2K | – |
| Devon Energy Corp | CL | 121K | 3K | – |
| Eli Lilly & Co | CL | 53K | 59 | – |
| Exxon Mobil Corp | CL | 979K | 9K | – |
| Fastenal Co | CL | 672K | 11K | – |
| Franklin FTSE Japan ETF | CL | 871K | 30K | – |
| GE Aerospace Com | CL | 52K | 325 | – |
| Golub Capital BDC Inc | CL | 873K | 56K | – |
| Halliburton Co | CL | 48K | 1K | – |
| Hartford Financial Services Group Inc/The | CL | 58K | 575 | – |
| Home Depot Inc/The | CL | 305K | 885 | – |
| Honeywell International Inc | CL | 300K | 1K | – |
| Intel Corp | CL | 360K | 12K | – |
| iShares Core S&P Mid-Cap ETF | CL | 1M | 25K | – |
| iShares Core S&P Small-Cap ETF | CL | 936K | 9K | – |
| Johnson & Johnson | CL | 2M | 11K | – |
| JPMorgan Chase & Co | CL | 724K | 4K | – |
| Mastercard Inc | CL | 5M | 11K | – |
| McDonald's Corp | CL | 572K | 2K | – |
| Medtronic PLC | CL | 488K | 6K | – |
| Merck & Co Inc | CL | 542K | 4K | – |
| Meta Platforms Inc | CL | 2M | 3K | – |
| Microsoft Corp | CL | 8M | 19K | – |
| Mondelez International Inc | CL | 268K | 4K | – |
| Moody's Corp | CL | 2M | 5K | – |
| NextEra Energy Inc | CL | 686K | 10K | – |
| NIKE Inc | CL | 240K | 3K | – |
| Nucor Corp | CL | 42K | 264 | – |
| NVIDIA Corp | CL | 95K | 770 | – |
| Otis Worldwide Corp | CL | 292K | 3K | – |
| Paychex Inc | CL | 44K | 374 | – |
| PepsiCo Inc | CL | 438K | 3K | – |
| Philip Morris International Inc | CL | 307K | 3K | – |
| Phillips 66 | CL | 35K | 250 | – |
| Procter & Gamble Co/The | CL | 525K | 3K | – |
| PulteGroup Inc | CL | 79K | 718 | – |
| RTX Corp | CL | 546K | 5K | – |
| S&P Global Inc | CL | 100K | 225 | – |
| Taiwan Semiconductor Manufacturing Co Ltd | CL | 696K | 4K | – |
| Target Corp | CL | 353K | 2K | – |
| Textron Inc | CL | 55K | 636 | – |
| TJX Cos Inc/The | CL | 1M | 9K | – |
| Trane Technologies PLC | CL | 60K | 182 | – |
| Union Pacific Corp | CL | 2M | 7K | – |
| United Rentals Inc | CL | 50K | 77 | – |
| UnitedHealth Group Inc | CL | 297K | 583 | – |
| Vanguard FTSE Emerging Markets ETF | CL | 918K | 21K | – |
| Vanguard Large-Cap ETF | CL | 2M | 9K | – |
| Vanguard Small-Cap Value ETF | CL | 1M | 7K | – |
| Vanguard Total Bond Market ETF | CL | 3M | 46K | – |
| Visa Inc | CL | 678K | 3K | – |
| Walmart Inc | CL | 961K | 14K | – |
| ABBOTT LABORATORIES | CL | 330K | 3K | – |
| ABBVIE INC. | CL | 264K | 2K | – |
| ACCENTURE PLC | CL | 234K | 772 | – |
| ADOBE SYSTEMS INC | CL | 432K | 778 | – |
| ADVANCED MICRO DEVICES INC | CL | 309K | 2K | – |
| AGILENT TECHNOLOGIES INC | CL | 82K | 635 | – |
| AIR PRODUCTS & CHEMICALS INC | CL | 90K | 349 | – |
| ALPHABET, INC. | CL | 2M | 11K | – |
| ALPHABET, INC. | CL | 2M | 9K | – |
| AMAZON.COM INC | CL | 1M | 6K | – |
| AMERICAN EXPRESS COMPANY | CL | 217K | 936 | – |
| AMERICAN TOWER CORPORATION | CL | 136K | 702 | – |
| APPLE INC | CL | 10M | 49K | – |
| APPLIED MATERIALS INC | CL | 163K | 691 | – |
| A S M L HOLDING N.V. | CL | 97K | 95 | – |
| ASTRAZENECA PLC SPONSORED ADR | CL | 60K | 768 | – |
| A T S CORPORATION | CL | 3K | 100 | – |
| AUTOMATIC DATA PROCESSING INC | CL | 133K | 558 | – |
| BANK OF AMERICA CORPORATION | CL | 435K | 11K | – |
| BERKSHIRE HATHAWAY INC DEL CL B | CL | 3M | 6K | – |
| BLACKROCK INC | CL | 139K | 176 | – |
| BROADCOM INC | CL | 711K | 443 | – |
| CATERPILLAR INC | CL | 241K | 725 | – |
| CHENIERE ENERGY INC | CL | 83K | 475 | – |
| CHEVRON CORPORATION | CL | 426K | 3K | – |
| CHUBB LIMITED | CL | 108K | 425 | – |
| COCA - COLA CO | CL | 317K | 5K | – |
| CONOCOPHILLIPS | CL | 108K | 940 | – |
| CONSTELLATION BRANDS INC-A | CL | 85K | 332 | – |
| COSTCO WHSL CORP NEW | CL | 583K | 686 | – |
| DANAHER CORP | CL | 150K | 600 | – |
| EATON CORP PLC | CL | 83K | 264 | – |
| EDENRED | CL | 1K | 63 | – |
| ELI LILLY & CO | CL | 490K | 541 | – |
| EXXON MOBIL CORP | CL | 435K | 4K | – |
| FASTENAL CO | CL | 31K | 490 | – |
| GOLDMAN SACHS GROUP INC | CL | 379K | 838 | – |
| GOLUB CAPITAL BDC LLC | CL | 1M | 68K | – |
| HOME DEPOT INC | CL | 3M | 9K | – |
| HONEYWELL INTL INC | CL | 282K | 1K | – |
| ILLINOIS TOOL WKS INC | CL | 31K | 131 | – |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | CL | 69K | 397 | – |
| INTUIT | CL | 123K | 187 | – |
| ISHARES RUSSELL 1000 GROWTH | CL | 2M | 7K | – |
| ISHARES RUSSELL 2000 INDEX FUND | CL | 847K | 4K | – |
| ISHARES RUSSELL 3000 VALUE INDEX FUND | CL | 2M | 26K | – |
| ISHARES TR S & P MIDCAP 400 INDEX FD | CL | 1M | 23K | – |
| ISHARES TR S & P SMALLCAP 600 | CL | 569K | 5K | – |
| JAPAN EXCHANGE GROUP INC | CL | 30K | 3K | – |
| JOHNSON & JOHNSON | CL | 512K | 4K | – |
| JP MORGAN CHASE & CO | CL | 809K | 4K | – |
| LAM RESH CORP | CL | 26K | 24 | – |
| LINDE PLC | CL | 438K | 998 | – |
| LOCKHEED MARTIN CORP | CL | 321K | 687 | – |
| LOWE'S COMPANIES INC | CL | 239K | 1K | – |
| LVMH MOET HENNESSY LOUIS VUITTON SA ADR | CL | 50K | 324 | – |
| MARATHON OIL CORP | CL | 84K | 3K | – |
| MARSH & MCLENNAN COS INC | CL | 63K | 298 | – |
| MASTERCARD INC | CL | 568K | 1K | – |
| MC DONALD'S CORPORATION | CL | 300K | 1K | – |
| MCKESSON CORPORATION | CL | 137K | 234 | – |
| MERCADOLIBRE INC | CL | 20K | 12 | – |
| MERCK & CO INC | CL | 462K | 4K | – |
| META PLATFORMS INC | CL | 394K | 782 | – |
| MICRON TECHNOLOGY INC | CL | 27K | 202 | – |
| MICROSOFT CORPORATION | CL | 3M | 7K | – |
| MIDCAP SPDR TRUST SERIES 1 STANDARD & POOR'S MIDCAP 400 | CL | 794K | 1K | – |
| MONDELEZ INTERNATIONAL | CL | 73K | 1K | – |
| MONSTER BEVERAGE CORPORATION | CL | 121K | 2K | – |
| MORGAN STANLEY | CL | 96K | 990 | – |
| NEXTERA ENERGY INC | CL | 2M | 27K | – |
| NIKE INC CLASS B STOCK | CL | 158K | 2K | – |
| NOVO NORDISK A/S ADR | CL | 126K | 880 | – |
| NVIDIA CORP | CL | 1M | 9K | – |
| ONEOK INC | CL | 82K | 1K | – |
| ORACLE CORP | CL | 309K | 2K | – |
| PAYCHEX INC | CL | 29K | 244 | – |
| PEPSICO INC | CL | 474K | 3K | – |
| PHILIP MORRIS INTERNATIONAL INC | CL | 269K | 3K | – |
| PHILLIPS 66 | CL | 149K | 1K | – |
| PLAINS GP HOLDINGS LP | CL | 104K | 6K | – |
| PROLOGIS, INC. | CL | 60K | 533 | – |
| QUALCOMM INC | CL | 470K | 2K | – |
| RAYTHEON TECHNOLOGIES CORP | CL | 21K | 213 | – |
| SEMPRA ENERGY | CL | 110K | 1K | – |
| SONY CORPORATION | CL | 21K | 249 | – |
| SPDR S&P 500 ETF TRUST | CL | 2M | 4K | – |
| S & P GLOBAL INC. | CL | 97K | 218 | – |
| STARBUCKS CORP | CL | 323K | 4K | – |
| SYNOPSYS INC | CL | 133K | 223 | – |
| TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR | CL | 429K | 2K | – |
| TARGA RESOURCES CORP | CL | 174K | 1K | – |
| TEXAS INSTRUMENTS INC | CL | 270K | 1K | – |
| THE PROCTER & GAMBLE COMPANY | CL | 474K | 3K | – |
| THERMO FISHER SCIENTIFIC INC. | CL | 129K | 234 | – |
| TOKYO ELECTRON LTD - UNSPONSORED ADR | CL | 32K | 292 | – |
| UBER TECHNOLOGIES, INC. | CL | 518K | 7K | – |
| UNION PAC CORP | CL | 269K | 1K | – |
| UNITEDHEALTH GROUP INC | CL | 439K | 863 | – |
| UNITED PARCEL SERVICE CL B | CL | 109K | 795 | – |
| VANGUARD EMERGING MARKETS ETF | CL | 701K | 16K | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF | CL | 3M | 55K | – |
| VANGUARD SMALL-CAP VALUE ETF | CL | 4M | 22K | – |
| VANGUARD SMALL-CAP VIPERS | CL | 3M | 14K | – |
| VICI PROPERTIES INC | CL | 13K | 440 | – |
| VISA INC-CLASS A SHRS | CL | 678K | 3K | – |
| WAL MART STORES INC | CL | 463K | 7K | – |
| WILLIAMS COS INC | CL | 181K | 4K | – |
| APPLE INC | CL | 411K | 2K | – |
| ABBVIE INC | CL | 43K | 250 | – |
| AUTOMATIC DATA PROCESSING | CL | 24K | 100 | – |
| AMERICAN ELECTRIC POWER | CL | 7K | 85 | – |
| AMGEN INC | CL | 39K | 126 | – |
| AMERICAN TOWER CORP | CL | 34K | 175 | – |
| AMAZON.COM INC | CL | 193K | 1K | – |
| AVALONBAY COMMUNITIES INC | CL | 8K | 38 | – |
| BROADCOM INC | CL | 47K | 29 | – |
| BLACKROCK INC | CL | 48K | 61 | – |
| BRISTOL-MYERS SQUIBB CO | CL | 4K | 101 | – |
| BERKSHIRE HATHAWAY INC-CL B | CL | 163K | 400 | – |
| CATERPILLAR INC | CL | 9K | 27 | – |
| CONOCOPHILLIPS | CL | 14K | 121 | – |
| CISCO SYSTEMS INC | CL | 10K | 208 | – |
| CHEVRON CORP | CL | 12K | 79 | – |
| DOW INC | CL | 8K | 159 | – |
| GLOBAL X AUTONOMOUS&ELEC-ETF | CL | 47K | 2K | – |
| DUKE ENERGY CORP | CL | 10K | 101 | – |
| ESTEE LAUDER COMPANIES-CL A | CL | 19K | 175 | – |
| ELEVANCE HEALTH INC | CL | 41K | 75 | – |
| ENTERPRISE PRODUCTS PARTNERS | CL | 36K | 1K | – |
| FIRSTENERGY CORP | CL | 6K | 150 | – |
| SPDR GOLD SHARES | CL | 129K | 600 | – |
| ALPHABET INC-CL C | CL | 172K | 940 | – |
| HOME DEPOT INC | CL | 8K | 22 | – |
| HONEYWELL INTERNATIONAL INC | CL | 43K | 200 | – |
| INTL BUSINESS MACHINES CORP | CL | 9K | 52 | – |
| ISHARES RUSSELL 2000 GROWTH | CL | 53K | 200 | – |
| JOHNSON CONTROLS INTERNATION | CL | 9K | 138 | – |
| JOHNSON & JOHNSON | CL | 10K | 67 | – |
| JPMORGAN CHASE & CO | CL | 18K | 90 | – |
| KEYCORP | CL | 3K | 244 | – |
| LOCKHEED MARTIN CORP | CL | 60K | 129 | – |
| LOWE'S COS INC | CL | 44K | 200 | – |
| LAM RESEARCH CORP | CL | 160K | 150 | – |
| MASTERCARD INC - A | CL | 88K | 200 | – |
| MC DONALD'S-CORP | CL | 5K | 19 | – |
| MICROCHIP TECHNOLOGY INC | CL | 55K | 600 | – |
| MEDTRONIC PLC | CL | 5K | 58 | – |
| METLIFE INC | CL | 10K | 136 | – |
| MERCK & CO INC | CL | 72K | 578 | – |
| MORGAN STANLEY | CL | 11K | 117 | – |
| MICROSOFT CORP | CL | 223K | 500 | – |
| NEXTERA ENERGY INC | CL | 6K | 80 | – |
| NESTLE SA-SPONS ADR | CL | 31K | 300 | – |
| NUTRIEN LTD | CL | 5K | 107 | – |
| NVENT ELECTRIC PLC | CL | 14K | 184 | – |
| OMNICOM GROUP | CL | 8K | 90 | – |
| OLD REPUBLIC INTL CORP | CL | 9K | 288 | – |
| PEPSICO INC | CL | 7K | 44 | – |
| PFIZER INC | CL | 4K | 158 | – |
| PROCTER & GAMBLE CO/THE | CL | 53K | 319 | – |
| PHILIP MORRIS INTERNATIONAL | CL | 8K | 80 | – |
| QUALCOMM INC | CL | 18K | 89 | – |
| STARBUCKS CORP | CL | 6K | 71 | – |
| ISHARES 0-3 MONTH TREASURY B | CL | 141K | 1K | – |
| ISHARES SILVER TRUST | CL | 20K | 750 | – |
| AT&T INC | CL | 4K | 200 | – |
| TORONTO-DOMINION BANK | CL | 6K | 110 | – |
| UNILEVER PLC-SPONSORED ADR | CL | 9K | 167 | – |
| UNITED PARCEL SERVICE-CL B | CL | 6K | 47 | – |
| US BANCORP | CL | 6K | 158 | – |
| VANGUARD FTSE DEVELOPED ETF | CL | 25K | 500 | – |
| VANGUARD SHORT-TERM TREASURY | CL | 130K | 2K | – |
| VICI PROPERTIES INC | CL | 6K | 218 | – |
| VALERO ENERGY CORP | CL | 10K | 66 | – |
| VANGUARD REAL ESTATE ETF | CL | 17K | 200 | – |
| VANGUARD S&P 500 ETF | CL | 200K | 400 | – |
| VERIZON COMMUNICATIONS INC | CL | 4K | 100 | – |
| EXXON MOBIL CORP | CL | 9K | 82 | – |