Overview
Assets Under Management: $62 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 11
Average Client Assets: $2.0 million
Frequently Asked Questions
AVENTURA CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142478), AVENTURA CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AVENTURA CAPITAL MANAGEMENT, LLC is headquartered in BOCA RATON, FL.
AVENTURA CAPITAL MANAGEMENT, LLC serves 11 high-net-worth clients according to their SEC filing dated April 09, 2024. View client details ↓
According to their SEC Form ADV, AVENTURA CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AVENTURA CAPITAL MANAGEMENT, LLC manages $62 million in client assets according to their SEC filing dated April 09, 2024.
According to their SEC Form ADV, AVENTURA CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.77%
Average Client Assets: $2.0 million
Total Client Accounts: 253
Discretionary Accounts: 242
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 142478
Filing ID: 1864065
Last Filing Date: 2024-04-09 14:21:00