MRP CAPITAL INVESTMENTS, LLC
Adviser information for MRP CAPITAL INVESTMENTS, LLC last updated from Form ADV on March 25th, 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 | Georgia, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 343 | $145.8M |
Non-Discretionary | 2 | $27.1M |
Total | 345 | $172.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 70 | $26.5M |
HNW Individuals | 43 | $146.4M |
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 | 0 | $0 |
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 | 1 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTING SERVICES TO OTHER ADVISORS |
---|---|
Compensation | % of AUM |
Principal Office
8440 HOLCOMB BRIDGE ROADSUITE 520
ALPHARETTA
GA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 404-274-7851, Fax: None
Chief Compliance Officer
MACARTHER R. PLUMART
PRESIDENT
8440 HOLCOMB BRIDGE ROAD
SUITE 520
ALPHARETTA
GA
United States
Tel:
404-274-7851
M**@********M
(Full email address available in API data)
Regulatory Contact
LYDIA MOORE
COMPLIANCE CONSULTANT
BATESVILLE RD
6781
AFTON
VA
United States
Tel:
9125473432
L****@**********************M
(Full email address available in API data)
Industry Affiliates
MRP CURRENCY, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PLUMART, MACARTHER, ROYSTER | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 02/2013 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACCENTURE PLC IRELAND | SHS CLASS A | 480K | 2K | – |
ADVANCED MICRO DEVICES INC | COM | 81K | 500 | – |
AIRBNB INC | COM CL A | 2K | 10 | – |
ALBERTSONS COS INC | COMMON STOCK | 890K | 45K | – |
ALLIANT ENERGY CORP | COM | 56K | 1K | – |
ALPHABET INC | CAP STK CL A | 2M | 9K | – |
ALPHABET INC | CAP STK CL C | 5M | 30K | – |
AMAZON COM INC | COM | 2M | 9K | – |
AMEDISYS INC | COM | 2M | 17K | – |
AMGEN INC | COM | 219K | 700 | – |
APPLE INC | COM | 3M | 16K | – |
APPLIED DIGITAL CORP | COM NEW | 713K | 120K | – |
ARES CAPITAL CORP | COM | 924K | 44K | – |
ATLANTA BRAVES HLDGS INC | COM SER A | 2M | 40K | – |
ATLANTICA SUSTAINABLE INFR P | SHS | 665K | 30K | – |
BANK AMERICA CORP | COM | 738K | 19K | – |
BITWISE BITCOIN ETF TR | SHS BEN INT | 628K | 19K | – |
BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 431K | 16K | – |
BWX TECHNOLOGIES INC | COM | 5M | 48K | – |
CAPRI HOLDINGS LIMITED | SHS | 370K | 11K | – |
CARDINAL HEALTH INC | COM | 1M | 12K | – |
CATERPILLAR INC | COM | 686K | 2K | – |
CENTRUS ENERGY CORP | CL A | 205K | 5K | – |
CISCO SYS INC | COM | 968K | 20K | – |
CLEVELAND-CLIFFS INC NEW | COM | 262K | 17K | – |
CME GROUP INC | COM | 734K | 4K | – |
COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 1M | 12K | – |
CONOCOPHILLIPS | COM | 278K | 2K | – |
CONSOLIDATED WATER CO INC | ORD | 440K | 17K | – |
COSTCO WHSL CORP NEW | COM | 518K | 610 | – |
COUPANG INC | CL A | 803K | 38K | – |
CROCS INC | COM | 1M | 7K | – |
DEERE & CO | COM | 280K | 750 | – |
DELL TECHNOLOGIES INC | CL C | 2M | 14K | – |
DELTA AIR LINES INC DEL | COM NEW | 364K | 8K | – |
ELI LILLY & CO | COM | 3M | 3K | – |
EPR PPTYS | COM SH BEN INT | 404K | 10K | – |
ETF SER SOLUTIONS | BLUE HORIZON BNE | 261K | 12K | – |
EXPEDIA GROUP INC | COM NEW | 576K | 5K | – |
EXXON MOBIL CORP | COM | 857K | 7K | – |
FIRST CTZNS BANCSHARES INC N | CL A | 864K | 513 | – |
FORTINET INC | COM | 2M | 35K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 542K | 7K | – |
GOLDMAN SACHS GROUP INC | COM | 314K | 695 | – |
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 413K | 8K | – |
HOME DEPOT INC | COM | 1M | 3K | – |
HSBC HLDGS PLC | SPON ADR NEW | 270K | 6K | – |
INNOVATIVE INDL PPTYS INC | COM | 299K | 3K | – |
INTEL CORP | COM | 270K | 9K | – |
INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 432K | 18K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 214K | 1K | – |
ISHARES TR | BROAD USD HIGH | 1M | 30K | – |
ISHARES TR | CORE S&P SCP ETF | 4M | 34K | – |
ISHARES TR | CORE S&P500 ETF | 5M | 9K | – |
ISHARES TR | CORE US AGGBD ET | 686K | 7K | – |
ISHARES TR | FLTG RATE NT ETF | 383K | 8K | – |
ISHARES TR | MSCI INDIA ETF | 1M | 26K | – |
ISHARES TR | RUSSELL 2000 ETF | 699K | 3K | – |
JOHN HANCOCK EXCHANGE TRADED | CORPORATE BD | 1M | 49K | – |
JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 211K | 4K | – |
JOHNSON & JOHNSON | COM | 272K | 2K | – |
JPMORGAN CHASE & CO. | COM | 2M | 10K | – |
JUNIPER NETWORKS INC | COM | 215K | 6K | – |
KINDER MORGAN INC DEL | COM | 1M | 60K | – |
KROGER CO | COM | 761K | 15K | – |
LEONARDO DRS INC | COM | 1M | 45K | – |
MARATHON PETE CORP | COM | 989K | 6K | – |
MASTERCARD INCORPORATED | CL A | 221K | 500 | – |
META PLATFORMS INC | CL A | 3M | 5K | – |
MICRON TECHNOLOGY INC | COM | 1M | 10K | – |
MICROSOFT CORP | COM | 4M | 9K | – |
MICROSTRATEGY INC | CL A NEW | 895K | 650 | – |
MP MATERIALS CORP | COM CL A | 212K | 17K | – |
MUELLER INDS INC | COM | 521K | 9K | – |
NETFLIX INC | COM | 769K | 1K | – |
NORTHROP GRUMMAN CORP | COM | 1M | 3K | – |
NU HLDGS LTD | ORD SHS CL A | 705K | 55K | – |
NUCOR CORP | COM | 297K | 2K | – |
NUSCALE PWR CORP | CL A COM | 966K | 83K | – |
NVIDIA CORPORATION | COM | 809K | 7K | – |
OAKTREE SPECIALTY LENDING CO | COM | 815K | 43K | – |
PALANTIR TECHNOLOGIES INC | CL A | 1M | 45K | – |
PALO ALTO NETWORKS INC | COM | 2M | 5K | – |
PAYPAL HLDGS INC | COM | 874K | 15K | – |
PROCTER AND GAMBLE CO | COM | 286K | 2K | – |
REGENERON PHARMACEUTICALS | COM | 306K | 291 | – |
RTX CORPORATION | COM | 221K | 2K | – |
S&P GLOBAL INC | COM | 802K | 2K | – |
SALESFORCE INC | COM | 419K | 2K | – |
SERVICENOW INC | COM | 551K | 700 | – |
SHIFT4 PMTS INC | CL A | 180K | 2K | – |
SIMON PPTY GROUP INC NEW | COM | 236K | 2K | – |
SOUNDHOUND AI INC | CLASS A COM | 203K | 52K | – |
SPDR GOLD TR | GOLD SHS | 2M | 9K | – |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 1M | 68K | – |
SPROUTS FMRS MKT INC | COM | 379K | 5K | – |
STERLING INFRASTRUCTURE INC | COM | 421K | 4K | – |
STONEX GROUP INC | COM | 1M | 17K | – |
TESLA INC | COM | 495K | 3K | – |
TOLL BROTHERS INC | COM | 1M | 10K | – |
UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
VALERO ENERGY CORP | COM | 2M | 12K | – |
VERTEX PHARMACEUTICALS INC | COM | 2M | 4K | – |
VISA INC | COM CL A | 262K | 1K | – |
WALMART INC | COM | 2M | 29K | – |
WASTE MGMT INC DEL | COM | 1M | 5K | – |