|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Galapagos Advisory LLC
✚
|
|
|---|---|
| CRD # | 322042 |
| SEC # | 801-129546 |
| CIK # | |
| AUM | $274.9 M (2025-05-01) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 305-515-5878 |
| Address | 201 S Biscayne Blvd Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 16.6 |
| (b) Individuals (high net worth individuals) | 17 | 53.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 106 | 204.4 |
| (n) Other | 0 | 0.0 |
| Total | 170 | 274.9 |
| By Discretionary | ||
| Discretionary | 143 | 174.7 |
| Non-Discretionary | 27 | 100.2 |
| Total | 170 | 274.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 237.6 | |
| United States Persons | 37.3 | |
| Total | 170 | 274.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provence Registered Investment Advisor LLC
✚
|
CA | 0.3 |
|
Hart & Patterson Financial Group LLC
✚
|
MA | 0.3 |
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 0.3 |
|
Hoertkorn Richard Charles
✚
|
CA | 0.3 |
|
Capital West Partners LLC
✚
|
AZ | 0.3 |
|
MBA Advisors LLC
✚
|
PA | 0.3 |
|
GBC Investment Group LLC
✚
|
0.3 | |
|
Petros Family Wealth LLC
✚
|
MN | 0.3 |
|
Synergy Financial Group Ltd
✚
|
0.3 | |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |