Palm Beach Capital Management Iii, LLC
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Overview
Palm Beach Capital Management Iii, LLC is a financial advisor company based in West Palm Beach, Florida. The company oversees $513.7 million in assets over 10 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Palm Beach Capital Management Iii, LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and equities.
Palm Beach Capital Management Iii, LLC administers all of its accounts on a discretionary basis. Discretionary management means that transaction decisions are made by an investment advisor without requiring the customer's approval. The advisory firm supervises an average of $51.4 million in assets for each customer account. An average financial advisor at Palm Beach Capital Management Iii, LLC manages around two client accounts, placing it among the most individualized financial advisor firms in the country.
The company's main office is at 525 South Flagler Drive, West Palm Beach, Florida 33401. Palm Beach Capital Management Iii, LLC is allowed to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Palm Beach Capital Management Iii, LLC by the Numbers
$513.7 million
8
10
$51.4 million
Fee Structure
Fees for financial management largely are based on the services offered. Fees charged by Palm Beach Capital Management Iii, LLC can consist of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 10 accounts, Palm Beach Capital Management Iii, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- 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
Palm Beach Capital Management Iii, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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