Futura Asset Advisors LLC

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Assets, Funds, Holdings

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Futura Asset Advisors LLC
CRD #136285
SEC #801-106591
CIK #
AUM $310.7 MM (2024-03-20)
Employees 2 (100% Investors, 0% Brokers)
Phone305-774-9906
Address2121 Ponce de Leon Blvd
Coral Gables, FL 33134
Source [IAPD]
Total AUM ($MM)
4503602701809002009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Carmel ETP Series 464 Notes DUE 2041 2022-03-22 9.5
Other Galil ETP Series 463 Notes DUE 2041 2022-03-22 10.3
Other Massada ETP Series 462 Notes DUE 2041 2022-03-22 9.3
Other Migdal ETP Series 461 Notes DUE 2041 2022-03-22 13.6
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 19 194.0
(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 3 33.5
(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 2 29.1
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 13 54.2
(n) Other 0 0.0
Total 37 310.7
By Discretionary
Discretionary 36 305.3
Non-Discretionary 1 5.5
Total 37 310.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 310.7
Total 37 310.7
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Square Advisors LLC
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Bernzott Capital Advisors
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S&A Financial Services Inc
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Fullcircle Wealth LLC
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Joseph P Lucia & Associates LLC
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Turning Point Benefit Group Inc
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