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| Las Olas Capital Advisors LLC
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| |
|---|---|
| CRD # | 175077 |
| SEC # | 801-100492 |
| CIK # | |
| AUM | $373.8 MM (2024-03-29) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Phone | 954-289-4692 |
| Address | 888 East Las Olas Blvd Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Las Olas Capital - Go Green Fund II LLC | 2022-10-28 | 0.1 | |
| VC | Las Olas Capital - Go Green Fund I LLC | 2022-10-28 | 89.0 | |
| RE | Las Olas Capital - Plantation Co-Invest LP | 2022-10-28 | 4.4 | |
| RE | Las Olas Capital - Real Estate Fund VI LLC | 2022-10-28 | 14.3 | |
| RE | Las Olas Capital - BRIC Co-Invest LP | [2022-03-21] | 4.5 | 8.4 |
| RE | Las Olas Capital - Real Estate Fund III LLC | [2022-03-21] | 16.0 | 38.4 |
| RE | Las Olas Capital - Real Estate Fund IV LP | [2022-03-21] | 26.0 | 69.5 |
| VC | Las Olas Capital - Red Cap Fund I LLC | [2021-03-05] | 0.5 | 0.0 |
| VC | Las Olas Capital - Whiskey Fund I LLC | [2019-03-29] | 0.1 | 3.9 |
| RE | Las Olas Capital - Real Estate Fund II LLC | [2018-09-17] | 5.4 | 19.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.1 |
| (b) Individuals (high net worth individuals) | 27 | 89.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 243.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 39.3 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 373.8 |
| By Discretionary | ||
| Discretionary | 33 | 373.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 373.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 373.8 | |
| Total | 33 | 373.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Tanner | 16 | ||
| Raymond Catone | 5 | ||
| Las Olas Capital Advisors LLC | 5 | ||
| Jodi Tanner | 4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bernardo Wealth Planning LLC
✚
|
PA | 0.6 |
|
Pacifica Capital Investments LLC
✚
|
TX | 0.6 |
|
Fifth Third Wealth Advisors LLC
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|
OH | 0.6 |
|
Fortitude Family Office LLC
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|
AZ | 0.5 |
|
Castellan Group LLC
✚
|
KY | 0.4 |
|
SWBC Investment Company
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|
TX | 0.3 |
|
ACP Capital Management LLC
✚
|
FL | 0.2 |
|
Pactolus Private Wealth Management LLC
✚
|
VA | 0.2 |
|
Corps Capital Advisors LLC
✚
|
TX | 0.2 |
|
Cain Capital LLC
✚
|
TX | 0.1 |