Carlyle Aviation Pdp Management LLC
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Learn more about Carlyle Aviation Pdp Management LLC
Overview
Carlyle Aviation Pdp Management LLC is an advisory firm that has its headquarters in Miami, Florida. The company handles $8.6 billion in assets under management across 12 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Carlyle Aviation Pdp Management LLC has a large team, including 21 financial advisors. Carlyle Aviation Pdp Management LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, stocks and bonds.
Carlyle Aviation Pdp Management LLC administers the majority of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without requiring the customer's approval. It also oversees two non-discretionary accounts totaling $5.3 million in assets under management. The firm manages roughly $714.3 million for each client account. An average financial advisor at Carlyle Aviation Pdp Management LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's main office is at 848 Brickell Avenue, Miami, Florida 33131-2946. The firm is registered to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Carlyle Aviation Pdp Management LLC by the Numbers
$8.6 billion
110
12
$714.3 million
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by the company most likely consist of any blend of the following fee types: asset-based or performance-based. Carlyle Aviation Pdp Management LLC does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 12 customers, Carlyle Aviation Pdp Management LLC's largest client is pooled investment vehicles. About 58% of its accounts are represented by non-U.S. persons.
- 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
Carlyle Aviation Pdp Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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