Daemon Investment And Asset Management, LLC
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Overview
Daemon Investment And Asset Management, LLC operates as a financial advisor firm that has its headquarters in Miami, Florida. It handles $4.6 billion in total assets throughout five accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The company has a small team, including 4 financial advisors. Daemon Investment And Asset Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, options and stocks.
Daemon Investment And Asset Management, LLC administers all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without needing to seek client permission. The firm oversees roughly $920.7 million for every client account. An average financial advisor at Daemon Investment And Asset Management, LLC administers about one client account, making it one of the most personalized firms in the country.
The company's central office is at 1111 Brickell Avenue, Suite 2646, Miami, Florida 33131-3112. It is legally allowed to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Daemon Investment And Asset Management, LLC by the Numbers
$4.6 billion
5
5
$920.7 million
Fee Structure
A financial advisor's fees largely vary depending on the services provided. Fee types charged by the firm most likely consist of any combination of the following fee structures: fixed or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its five clients, Daemon Investment And Asset Management, LLC's largest client type is pooled investment vehicles. Around 100% 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
Daemon Investment And Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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