INLET PRIVATE WEALTH, LLC

https://www.linkedin.com/inletprivatewealth JUPITER, FL Investment Advisor How do I update this listing?

Inlet Private Wealth is based out of Jupiter. Inlet Private Wealth is a large advisory firm with 25 clients and discretionary assets under management (AUM) of $147,475,660 (Form ADV from 2018-10-11). Their last reported 13F filing for Q4 2018 included $185,854,000 in managed 13F securities and a top 10 holdings concentration of 43.95%. Inlet Private Wealth's largest holding is ExxonMobil Corp. (Standard Oil of New Jersey) with shares held of 714,132. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INLET PRIVATE WEALTH, LLC
1061 E. INDIANTOWN RD. SUITE 206
JUPITER FL    33477
Country: United States

Business Phone: (561) 781-0400
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 25
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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