Aua Private Equity Partners, LLC
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Overview
Aua Private Equity Partners, LLC operates as a financial advisor company headquartered in West Palm Beach, Florida. The firm handles $311.6 million in assets throughout six client accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The company has a small group, including 10 financial advisors. Aua Private Equity Partners, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as stocks, options and bonds.
Aua Private Equity Partners, LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without needing the customer's approval. The advisory firm's typical account size is $51.9 million. The average advisor at Aua Private Equity Partners, LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The firm's main office is at 1 North Clematis Street, West Palm Beach, Florida 33401. The company is permitted to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aua Private Equity Partners, LLC by the Numbers
$311.6 million
10
6
$51.9 million
Fee Structure
Fees for financial advisory services usually vary depending on which services are offered. Fee types billed by the firm can include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Aua Private Equity Partners, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its six accounts, Aua Private Equity Partners, LLC's biggest client is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aua Private Equity Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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