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Building 2AFBI LP

Map pinMIAMI BEACH, FL
Phone917-865-5747
NotebookSEC #801-131230
Total AUM
$2.3B
Employees
22
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 LINCOLN ROAD
STE 303
MIAMI BEACH
FL 33139
United States
Operating Hours
9 AM - 5 PM ET
Monday - Friday
Phone
917-865-5747
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
10
Discretionary
$2.3B
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$2.1B
Pension/Profit Sharing Plan Clients
1
AUM
$193.2M

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
FLNY

HandshakeAffiliates

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

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