|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BR Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 310003 |
| SEC # | 801-119785 |
| CIK # | |
| AUM | $315.0 M (2025-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 305-448-0014 |
| Address | 2600 S Douglas Rd Coral Gables, FL 33134 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 26.5 |
| (b) Individuals (high net worth individuals) | 72 | 70.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 5.0 |
| (n) Other | 117 | 213.2 |
| Total | 325 | 315.0 |
| By Discretionary | ||
| Discretionary | 23 | 2.5 |
| Non-Discretionary | 302 | 312.5 |
| Total | 325 | 315.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 314.7 | |
| United States Persons | 0.3 | |
| Total | 325 | 315.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ostrofe Financial Consultants Inc
✚
|
CA | 0.3 |
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |
|
New Wave Wealth Advisors LLC
✚
|
AR | 0.3 |
|
Riverpark Capital Management LLC
✚
|
NY | 0.3 |
|
Buttonwood Capital Management LLC
✚
|
AZ | 0.3 |
|
Ironbridge Private Wealth LLC
✚
|
TX | 0.3 |
|
Wayfinding Financial LLC
✚
|
WA | 0.3 |
|
Brooks Moore & Associates Inc
✚
|
TN | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |