Coventure Management, LLC
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Learn more about Coventure Management, LLC
Overview
Coventure Management, LLC is an advisory firm based in Miami, Florida. The firm manages $1.5 billion in total assets across 12 customer accounts, making it one of the biggest firms in the nation by assets under management (AUM). The firm has a small team, including 10 financial advisors. Coventure Management, LLC does not act as a registered broker-dealer, signifying that the advisor 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 company to do so. Securities are defined as exchangable financial assets such as equities, options and bonds.
Coventure Management, LLC manages more than half of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without requiring client consent. The company also administers one non-discretionary accounts totaling $17.7 million in AUM. The advisory firm's typical account size is $125.0 million. The average advisor at Coventure Management, LLC administers around one client account, making it one of the most personalized financial advisor firms in the country.
The firm's main office is located at 150 Se 2Nd Avenue, Suite 308, Miami, Florida 33131. It is permitted to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coventure Management, LLC by the Numbers
$1.5 billion
20
12
$125.0 million
Fee Structure
Financial management fees typically are based on the type of financial services provided. Fees billed by Coventure Management, LLC can be comprised of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a service bundle 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Coventure Management, LLC caters to pooled investment vehicles and other. Out of its 12 accounts, Coventure Management, LLC's biggest client is pooled investment vehicles. None of its clients 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
Coventure Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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