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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| in on Capital Advisors LLC
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|---|---|
| CRD # | 290038 |
| SEC # | 801-117554 |
| CIK # | |
| AUM | $385.4 M (2025-03-25) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 305-721-2811 |
| Address | 777 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Global Fixed Income Tactic Opportunity | 2025-03-25 | 1.5 | |
| Other | Active Equity Global Strategy | 2024-03-28 | 6.9 | |
| Other | Everest Global Strategy | 2024-03-28 | 4.3 | |
| Other | G3 Investments | 2024-03-28 | 3.3 | |
| Other | Global Alternatives Opportunities | 2024-03-28 | 2.7 | |
| Other | Next Generation Global Strategy | 2024-03-28 | 3.2 |
| 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) | 42 | 361.1 |
| (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 | 0 | 0.0 |
| (n) Other | 6 | 24.3 |
| Total | 48 | 385.4 |
| By Discretionary | ||
| Discretionary | 6 | 24.3 |
| Non-Discretionary | 42 | 361.1 |
| Total | 48 | 385.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 385.4 | |
| United States Persons | 0.0 | |
| Total | 48 | 385.4 |
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|---|---|---|
|
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|
OR | 0.4 |
|
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WA | 0.4 |
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0.4 | |
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MA | 0.4 |
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0.4 | |
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MD | 0.4 |
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AZ | 0.4 |
|
Crowley Wealth Management Inc
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DE | 0.4 |
|
Marks Wealth LLC
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MD | 0.4 |