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Building 2COMMONWEALTH CREDIT ADVISORS, LLC

Map pinWEST PALM BEACH, FL
Phone561-727-2000
NotebookSEC #801-120445
Total AUM
$1.7B
Employees
150
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 S. ROSEMARY
SUITE 1700
WEST PALM BEACH
FL 33401-6351
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-727-2000
Other Offices
3

ReceiptFinancials

Total AUM
$1.7B
Accounts
2
Discretionary
$1.7B
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Business Development Company Clients
1
AUM
$819.3M
Pooled Vehicle Clients
1
AUM
$911.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
FLILNY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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