Akaz Investment Partners Lp
Answer a few questions and
get matched with an advisor.
Learn more about Akaz Investment Partners Lp
Overview
Akaz Investment Partners Lp operates as an advisory firm located in Miami, Florida. The firm has $78.2 million in assets under management over three accounts. Akaz Investment Partners Lp has a small group, including 2 financial advisors. Akaz Investment Partners Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like options, bonds and equities.
Akaz Investment Partners Lp administers all of its accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by an investment advisor without needing client approval. The advisory firm's typical account size is $26.1 million. The average financial advisor at Akaz Investment Partners Lp manages about two client accounts, placing it among the most personalized advisor firms in the country.
The company's main office is located at 1450 Brickell Avenue, Miami, Florida 33131. The company is registered to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Akaz Investment Partners Lp by the Numbers
$78.2 million
3
3
$26.1 million
Fee Structure
Fees charged by financial advisors typically depend on which services are provided. Fees charged by the company most likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Akaz Investment Partners Lp.
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
It works with pooled investment vehicles. Out of its three accounts, Akaz Investment Partners Lp's largest client is pooled investment vehicles. Around 67% of the company's clients 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Akaz Investment Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.