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Building 2PHASE 3 CAPITAL MANAGEMENT LLC

Map pinBOCA RATON, FL
Phone312-858-3800
NotebookSEC #801-113155
Total AUM
$2.5B
Employees
9
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6501 CONGRESS AVENUE
SUITE 220
BOCA RATON
FL 33487
United States
Operating Hours
08:00 AM - 05:00 PM
Monday - Friday
Phone
312-858-3800
Other Offices
1

ReceiptFinancials

Total AUM
$2.5B
Accounts
6
Discretionary
$2.5B
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$2.5B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
OPERATING EXPENSE PASS THROUGH

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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