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Building 21789 CAPITAL MANAGEMENT

Map pinPALM BEACH, FL
Phone561-223-9937
NotebookSEC #801-134250
Total AUM
$2.7B
Employees
13
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 SOUTH COUNTY ROAD
SUITE 220
PALM BEACH
FL 33480
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
561-223-9937
Other Offices
1

ReceiptFinancials

Total AUM
$2.7B
Accounts
26
Discretionary
$1.7B
Accounts
22
Non-Discretionary
$1B
Accounts
4

ContactClients

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Pooled Vehicle Clients
26
AUM
$2.7B

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation Finding
State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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