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| in on Capital Advisors LLC
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|---|---|
| CRD # | 290038 |
| SEC # | 801-117554 |
| CIK # | |
| AUM | 389.4 M (2026-03-26) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 305-721-2811 |
| Address | 777 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Global Fixed Income Tactic Opportunity | 2025-03-25 | 1.5 M | |
| Other | Active Equity Global Strategy | 2024-03-28 | 6.9 M | |
| Other | Everest Global Strategy | 2024-03-28 | 4.3 M | |
| Other | G3 Investments | 2024-03-28 | 3.3 M | |
| Other | Global Alternatives Opportunities | 2024-03-28 | 2.7 M | |
| Other | Next Generation Global Strategy | 2024-03-28 | 3.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 40 | 389.4 |
| (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 | 0 | 0.0 |
| Total | 40 | 389.4 |
| By Discretionary | ||
| Discretionary | 4 | 0.3 |
| Non-Discretionary | 36 | 389.1 |
| Total | 40 | 389.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 389.4 | |
| United States Persons | 0.0 | |
| Total | 40 | 389.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (100 non-US) |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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Prudent Man Investment Management Inc
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Davis Investment Partners LLC
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|
Solomon API LLC
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|
Sentinel Wealth Management Inc
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|
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|
Costello Asset Management Inc
✚
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