AltStreet

Adviser directory · browse

Private fund advisers in Florida

454 advisers on the SEC Form ADV roster that report private funds under Item 7.B, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.

Mas Alpha Securities

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Coral Gables, FL

$29.9M

Dynasty Wealth Management, LLC

RIA

2 private funds, mostly private equity funds · 1 Form D chain on the ledger · St. Petersburg, FL

$29.0M

Henley USA, LLC

ERA

7 private funds, mostly real estate funds · 8 Form D chains on the ledger · Florida, FL

$28.6M

Principia Global Capital LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Miami, FL

$28.3M

Powell Investment Advisors, LLC

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Miami, FL

$28.1M

Kbis Capital

ERA

2 private funds, mostly real estate funds · 2 Form D chains on the ledger · Miami, FL

$28.0M

Isv Mc, LLC

ERA

2 private funds, mostly venture capital funds · 2 Form D chains on the ledger · West Palm Beach, FL

$27.8M

Flatiron Fund Management LP

RIA

3 private funds, mostly hedge funds · 2 Form D chains on the ledger · West Palm Beach, FL

$27.6M

Insigneo Advisory Services, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami, FL

$26.8M

Polytope Research LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Miami, FL

$26.8M

Tampa Bay Ventures, LLC

ERA

1 private fund, mostly venture capital funds · 1 Form D chain on the ledger · Tampa, FL

$25.8M

Aragon Global Management, LP

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Miami, FL

$25.8M

Fein Capital LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Coral Springs, FL

$25.1M

Bluekey Management, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Hollywood, FL

$24.0M

Cwa Asset Management Group

RIA

3 private funds, mostly hedge funds · 2 Form D chains on the ledger · Naples, FL

$23.8M

Scenius Capital Management LLC

ERA

3 private funds, mostly private equity funds · 3 Form D chains on the ledger · Miami, FL

$22.3M

Isv Management Company, LLC

ERA

1 private fund, mostly venture capital funds · 1 Form D chain on the ledger · West Palm Beach, FL

$21.8M

Heeney Capital

ERA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · West Palm Beach, FL

$20.0M

Cnl Fund Advisors II, LLC

RIA

1 private fund, mostly venture capital funds · 1 Form D chain on the ledger · Orlando, FL

$19.9M

Bramshill Investments, LLC

RIA

2 private funds, mostly hedge funds · 3 Form D chains on the ledger · Naples, FL

$19.9M

Bridge Line Advisors LLC

ERA

6 private funds, mostly venture capital funds · 9 Form D chains on the ledger · Boca Raton, FL · 11 Item 11 disclosures

$19.4M

Capital Q Management LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Maitland, FL

$18.0M

Rpf Capital

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Saint Petersburg, FL

$17.4M

Eternal Capital, LLC

RIA

2 private funds, mostly hedge funds · 1 Form D chain on the ledger · Miami, FL

$16.7M

Chicago Equity Advisors, LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · St. Petersburg, FL

$15.3M

Polar Capital (America) Corporation

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Tampa, FL

$13.2M

Fwg Investment Management

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Winter Park, FL

$12.4M

Epiphanly Advisory, LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Aventura, FL · 3 Item 11 disclosures

$12.2M

Sp Funds

RIA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Lake Mary, FL

$10.2M

Carbyne Capital, LLC

ERA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami Beach, FL

$10.0M

Palisades Hudson Asset Management, L.P.

RIA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Fort Lauderdale, FL

$9.4M

Brothers Management Group, LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Clearwater, FL

$9.3M

Rose Capital Advisors, LLC

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Miami Beach, FL

$8.8M

Ascendo Ventures, LLC

ERA

1 private fund, mostly venture capital funds · 1 Form D chain on the ledger · Miami, FL

$8.2M

Fundviews Capital, LLC

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · Doral, FL

$7.6M

Halmos Capital Partners LLC

ERA

3 private funds, mostly private equity funds · 2 Form D chains on the ledger · Coral Gables, FL

$7.1M

Great Elm Capital Management, LLC

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Palm Beach Gardens, FL

$6.6M

Truvestments Capital LLC

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Sarasota, FL

$6.5M

Florida Atlantic Securities Corp.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami, FL

$6.2M

Hudson Value Partners, LLC

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Palm Beach, FL

$4.9M

Globalgatecapital LLC

ERA

9 private funds, mostly other private funds · 5 Form D chains on the ledger · Parkland, FL

$4.2M

Agw Capital Advisors

RIA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Tampa, FL

$4.2M

Parthenon Athena Advisors LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · West Palm Beach, FL

$3.8M

Shariaportfolio, INC.

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Lake Mary, FL

$2.7M

Element Pointe Family Office

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Miami, FL

$2.3M

Rvx Asset Management LLC

RIA

1 private fund, mostly hedge funds · 2 Form D chains on the ledger · Aventura, FL

$2.2M

Sundial Wealth LLC

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Delray Beach, FL

$2.2M

Lamington Capital Management, LLC

ERA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Port St Lucie, Saint Lucie, FL

$2.1M

Surmount Ventures Management LLC

ERA

2 private funds, mostly private equity funds · 2 Form D chains on the ledger · South Miami, FL

$2.0M

Quantitative Systematic Strategies LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · St. Augustine, FL

$1.9M

Dakota Wealth, LLC

RIA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Palm Beach Gardens, FL · 4 Item 11 disclosures

$465,000

Canvas Capital Management LLC

ERA

1 private fund, mostly hedge funds · 1 Form D chain on the ledger · Coconut Grove, FL

n/a

Lynk Capital Management Company, LLC

RIA

1 private fund, mostly private equity funds · 1 Form D chain on the ledger · Jacksonville, FL

n/a

Parrish Capital Partners

ERA

1 private fund, mostly other private funds · 1 Form D chain on the ledger · Coral Gables, FL

n/a

More states

Outside the United States 1,996New York 1,835California 1,317Texas 580Massachusetts 397Illinois 326Connecticut 317Pennsylvania 149Colorado 143New Jersey 129Georgia 99Virginia 94Ohio 83Tennessee 79Utah 77Maryland 76North Carolina 74Washington 65District of Columbia 64Minnesota 62Missouri 47Michigan 46Puerto Rico 43Nevada 32

Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.