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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Palm Valley Capital Management LLC
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| CRD # | 299896 |
| SEC # | 801-114514 |
| CIK # | |
| AUM | $336.4 M (2025-01-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 904-747-2345 |
| Address | 422 Jacksonville Drive Jacksonville Beach, FL 32250 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 48.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 253.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 33.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 336.4 |
| By Discretionary | ||
| Discretionary | 13 | 336.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 336.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.4 | |
| Total | 13 | 336.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Banorte Asset Management Inc
✚
|
TX | 0.3 |
|
Sutton Place Investors LLC
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|
NY | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Blackhawk Capital Partners LLC
✚
|
WI | 0.3 |
|
Poinciana Advisors Group LLC
✚
|
FL | 0.3 |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 0.3 |
|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
|
Blossom Wealth Management LLC
✚
|
0.3 | |
|
Julex Capital Management LLC
✚
|
MA | 0.3 |