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Building 2EVE PARTNERS

Map pinPONTE VEDRA BEACH, FL
Phone904-875-5375
NotebookSEC #801-134534
Total AUM
$641.3M
Employees
14
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
208 PONTE VEDRA PARK DRIVE
PONTE VEDRA BEACH
FL 32082
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
904-875-5375

ReceiptFinancials

Total AUM
$641.3M
Accounts
6
Discretionary
$641.3M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$641.3M

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
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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