Carlyle Aviation Securities Partners LLC

CRD#168456
Investment Advisor Firm

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Learn more about Carlyle Aviation Securities Partners LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Carlyle Aviation Securities Partners LLC is an advisory firm that has its headquarters in Miami, Florida. The firm oversees $876.3 million in assets under management across eight accounts, making it one of the bigger firms in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Carlyle Aviation Securities Partners LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, options and equities.

    Carlyle Aviation Securities Partners LLC manages some of its client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing the customer's permission. It also administers six non-discretionary accounts with a total of $50.3 million in assets. Carlyle Aviation Securities Partners LLC supervises about $109.5 million for every account. The typical advisor at Carlyle Aviation Securities Partners LLC oversees around three client accounts, making it one of the most personalized financial advisor firms in the country.

    Carlyle Aviation Securities Partners LLC's main office is at 848 Brickell Avenue, Miami, Florida 33131-2946. The company is allowed to provide services to customers in the state of Florida.

    Assets Under Management

    $876.3 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    848 Brickell Avenue
    Miami, FL 33131-2946

    Carlyle Aviation Securities Partners LLC by the Numbers

    Total Assets Under Management

    $876.3 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    8

    National Average: 375,227
    Average Account Size

    $109.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Carlyle Aviation Securities Partners LLC likely include some combination of the following fee structures: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with banking institutions and pooled investment vehicles. Out of its eight clients, Carlyle Aviation Securities Partners LLC's biggest client is banking institutions. About 88% of its accounts are 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 Securities Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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