Calumet Capital Partners LLC
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Overview
Calumet Capital Partners LLC operates as a financial advisor company that has its headquarters in Miami, Florida. It oversees $208.0 million in assets under management throughout one account, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Calumet Capital Partners LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.
Calumet Capital Partners LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without requiring the client's approval. The firm's typical account size is $208.0 million. An average advisor at Calumet Capital Partners LLC oversees fewer than one client account, placing it among the most individualized firms in the country.
Calumet Capital Partners LLC's headquarters is located at 801 Brickell Ave, Miami, Florida 33131. The firm is legally permitted to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Calumet Capital Partners LLC by the Numbers
$208.0 million
7
1
$208.0 million
Fee Structure
Financial management fees largely vary depending on which services the firm provides the client. However, fees billed by the company likely include the following fee structures: asset-based, performance-based or other. 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
-
Offered by 10% of firms
Other
Unavailable
Disclosures
Calumet Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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