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Building 2IN ON CAPITAL

Map pinMIAMI, FL
Phone305 721-2811
NotebookSEC #801-117554
Total AUM
$389.4M
Employees
16
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 BRICKELL AVENUE
SUITE 500
MIAMI
FL 33131
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
305 721-2811
Other Offices
1

ReceiptFinancials

Total AUM
$389.4M
Accounts
40
Discretionary
$305.5K
Accounts
4
Non-Discretionary
$389.1M
Accounts
36

ContactClients

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HNW Individual Clients
40
AUM
$389.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR AMC PRIVATE PLACEMENTS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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