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Building 2AVENTURA CAPITAL MANAGEMENT, LLC

Map pinBOCA RATON, FL
Phone305-466-0467
NotebookSEC #801-67322
Total AUM
$48.4M
Employees
4
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5550 GLADES ROAD
SUITE 535
BOCA RATON
FL 33431
United States
Operating Hours
9-5
Monday - Friday
Phone
305-466-0467

ReceiptFinancials

Total AUM
$48.4M
Accounts
252
Discretionary
$39.8M
Accounts
248
Non-Discretionary
$8.6M
Accounts
4

ContactClients

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Individual Clients
113
AUM
$26M
HNW Individual Clients
13
AUM
$22.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLHIIAILMAMDMENHNJNYPARIUTVT

HandshakeAffiliates

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

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