|
⚲
|
| Keyboard |
| Picea Capital LLC
✚
|
|
|---|---|
| CRD # | 307775 |
| SEC # | 801-118458 |
| CIK # | |
| AUM | 186.8 M (2026-03-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 786-871-3300 |
| Address | 333 SE 2nd Ave Miami, FL 33131 |
| Source | [IAPD] |
| 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) | 15 | 186.8 |
| (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 | 15 | 186.8 |
| By Discretionary | ||
| Discretionary | 15 | 186.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 186.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 186.8 | |
| United States Persons | 0.0 | |
| Total | 15 | 186.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harbor Asset Planning Inc
✚
|
187.3 M | |
|
Helmsman Financial Group LLC
✚
|
WA | 187.2 M |
|
Advice & Planning Services LLC
✚
|
PA | 187.1 M |
|
Secure Planning LLC
✚
|
NH | 187.0 M |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 187.0 M |
|
Alpha Omega Financial Advisory Inc
✚
|
187.0 M | |
|
Wealth Management of the Bluegrass LLC
✚
|
KY | 186.7 M |
|
ASL Financial LLC
✚
|
CA | 186.7 M |
|
Precise Investment Management Inc
✚
|
IL | 186.3 M |
|
Merited Wealth LLC
✚
|
FL | 186.1 M |