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Building 2CAPCO ASSET MANAGEMENT, LLC

Map pinTAMPA, FL
Phone813-805-0777
NotebookSEC #801-110809
Total AUM
$468.6M
Employees
5
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 E KENNEDY BLVD # 1425
TAMPA
FL 33602
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
813-805-0777
Other Offices
2

ReceiptFinancials

Total AUM
$468.6M
Accounts
139
Discretionary
$468.6M
Accounts
139
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$5.9M
HNW Individual Clients
65
AUM
$302.2M
Pooled Vehicle Clients
1
AUM
$160.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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