Overview
Assets Under Management: $138 million
Headquarters: MIAMI BEACH, FL
High-Net-Worth Clients: 43
Average Client Assets: $3.2 million
Frequently Asked Questions
GLASSBEAD 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 #298816), GLASSBEAD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
GLASSBEAD CAPITAL MANAGEMENT LLC is headquartered in MIAMI BEACH, FL.
GLASSBEAD CAPITAL MANAGEMENT LLC serves 43 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, GLASSBEAD CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
GLASSBEAD CAPITAL MANAGEMENT LLC manages $138 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, GLASSBEAD CAPITAL MANAGEMENT LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $3.2 million
Total Client Accounts: 43
Discretionary Accounts: 43
Regulatory Filings
CRD Number: 298816
Filing ID: 2052436
Last Filing Date: 2026-03-23 12:46:38