Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $139.5 million
- Stated Minimum Account Size
- $50,000,000
Fee Disclosure
Source: FORM ADV PART 2A 2B ADAMO CAPITAL FAMILY OFFICE (2025-03-18)
· View brochure text
Latest filing: FORM ADV PART 2A 2B ADAMO CAPITAL FAMILY OFFICE (2026-03-26)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $75,000,000 | 0.70% |
| $75,000,001 | $100,000,000 | 0.60% |
| $100,000,001 | $150,000,000 | 0.50% |
| $150,000,001 | $200,000,000 | 0.40% |
| $200,000,001 | $300,000,000 | 0.30% |
| $300,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $250,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $350,000 | 0.70% |
| $100 million | $675,000 | 0.68% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 8
- Total Client Accounts
- 243
- Non-Discretionary Accounts
- 243
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 315653
- FORM ADV PART 2A 2B ADAMO CAPITAL FAMILY OFFICE (2026-03-26) · View brochure text
- FORM ADV PART 2A 2B ADAMO CAPITAL FAMILY OFFICE (2025-03-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗