|
⚲
|
| Seminole Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 148975 |
| SEC # | 801-69775 |
| CIK # | |
| AUM | $242.5 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 727-331-8444 |
| Address | 455 North Indian Rocks Road Bellair Bluffs, FL 33770-2011 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | SAS Balanced Real Estate Fund I LP | 2015-03-30 | 2.2 | |
| RE | Seminole Equity REIT | 2015-03-30 | 0.1 | |
| RE | Seminole Mortgage Trust | 2015-03-30 | 242.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 242.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 242.5 |
| By Discretionary | ||
| Discretionary | 1 | 242.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 242.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.5 | |
| Total | 1 | 242.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AFC Management LLC
✚
|
FL | 0.3 |
|
CSR Capital Partners LLC
✚
|
TX | 0.3 |
|
CWS Capital Partners LLC
✚
|
CA | 0.3 |
|
Coastal Investment Company LLC
✚
|
FL | 0.3 |
|
Humphreys Capital LLC
✚
|
OK | 0.3 |
|
Titan Fund Management LLC
✚
|
NM | 0.3 |
|
Fillmore Capital Partners LLC
✚
|
OH | 0.2 |
|
JRE Advisors LLC
✚
|
NY | 0.2 |
|
SOLA Impact Group LLC
✚
|
CA | 0.2 |
|
PARE Partners II LLC
✚
|
FL | 0.2 |