|
⚲
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| Austin Atlantic Asset Management Co
✚
|
|
|---|---|
| CRD # | 110035 |
| SEC # | 801-54963 |
| CIK # | |
| AUM | $193.5 MM (2023-03-31) |
| Employees | 5 (60% Investors, 100% Brokers) |
| Phone | 800-327-6190 |
| Address | 1 Alhambra Plaza Coral Gables, FL 33134 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 2 | 0.1 |
| (d) Investment companies | 2 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 0.2 |
| By Discretionary | ||
| Discretionary | 4 | 0.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 0.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.2 | |
| Total | 4 | 0.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CornerStone Capital Corp
✚
|
NY | 0.2 |
|
Rosemount Capital LLC
✚
|
NY | 0.2 |
|
AXQ Capital LP
✚
|
NJ | 0.2 |
|
Truemark Investments LLC
✚
|
IL | 0.2 |
|
Capital Z Asset Management LLC
✚
|
NJ | 0.2 |
|
MTC Wealth Management LLC
✚
|
FL | 0.2 |
|
CornerStone Advisors LLC
✚
|
NC | 0.2 |
|
LS BDC Adviser LLC
✚
|
FL | 0.2 |
|
Venture Capital Fund of America III Inc
✚
|
NY | 0.2 |
|
Mariana Investment Partners LLP
✚
|
0.2 |