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Building 2VELVET SEA VENTURES

Map pinWEST PALM BEACH, FL
Phone248-594-4751
NotebookSEC #801-123062
Total AUM
$229.1M
Employees
9
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 NORTHPOINT PARKWAY
SUITE 129
WEST PALM BEACH
FL 33407
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
248-594-4751
Other Offices
7

ReceiptFinancials

Total AUM
$229.1M
Accounts
6
Discretionary
$229.1M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$229.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINY

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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