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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AZ Apice Capital Management LLC
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|---|---|
| CRD # | 281973 |
| SEC # | 801-107020 |
| CIK # | |
| AUM | $375.8 M (2025-03-06) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 305-912-0915 |
| Address | 1450 Brickell Ave Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 223 | 359.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 16.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 375.8 |
| By Discretionary | ||
| Discretionary | 212 | 364.8 |
| Non-Discretionary | 12 | 11.0 |
| Total | 224 | 375.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 365.0 | |
| United States Persons | 10.8 | |
| Total | 224 | 375.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hunter Keith Industries Inc
✚
|
MN | 0.4 |
|
Wealthspan Partners LLC
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|
IA | 0.4 |
|
McCarthy Asset Management Inc
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CA | 0.4 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
RPS Advisory Solutions LLC
✚
|
KY | 0.4 |
|
Threadgill Financial LLC
✚
|
TX | 0.4 |
|
Fifth Force Management LLC
✚
|
TX | 0.4 |
|
Portfolio LLC
✚
|
NM | 0.4 |
|
Hardin Capital Partners LLC
✚
|
SC | 0.4 |