In-Depth Partners, LLC
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Overview
In-Depth Partners, LLC operates as a financial advisory company headquartered in Miami, Florida. The company oversees $81.3 million in total assets across four customer accounts. The company has a small group, including 1 financial advisor. In-Depth Partners, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like bonds, options and equities.
In-Depth Partners, LLC administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring the client's approval. The investment advisory firm manages roughly $20.3 million for each customer account. The typical financial advisor at In-Depth Partners, LLC administers around four client accounts, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at 78 Sw 7Th Street, Miami, Florida 33130. The company is legally allowed to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
In-Depth Partners, LLC by the Numbers
$81.3 million
2
4
$20.3 million
Fee Structure
Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by the firm can include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
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
The company works with pooled investment vehicles. Out of its four customers, In-Depth Partners, LLC's biggest client is pooled investment vehicles. About 75% of the firm's customers 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
In-Depth Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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