F
CRD: 331752
FPR Investments LLC
North Myrtle Beach, SC
7045752849
$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-14-2024
- Office Locations
- 1
Office Locations
-- North Myrtle Beach SC
About FPR Investments LLC
FPR Investments LLC is a North Myrtle Beach-based RIA. The firm has been operating for 1 years. Managing $9.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Financial Planning, Retirement Plans.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest Fusion insight
Client Personas
Crest
Investment Themes
Horizon unison Fusion ridge
Investment Vehicles
Harbor meridian
Services
Eagle north Alpha Beacon
Owner & Executives
F
Francis Rivell
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7921978
- Ownership
- 75% or more
(465) 268-4778
focus.insight@vectorcapital.com
in linkedin.com/in/north-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,730,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,730,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,730,000
Equity - Exchange:
19.9% Public Funds:
9.3% Cash:
43.4% Derivatives:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $277,983,342 | 19.9% |
| Public Funds | $129,911,813 | 9.3% |
| Cash | $606,255,128 | 43.4% |
| Derivatives | $382,750,933 | 27.4% |
| Total | $1,396,901,216 | 100.0% |