Socius Family Office LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Socius Family Office LLC ✚
CRD #	137800
SEC #	801-71580
CIK #
AUM
Employees	12 (58% Investors, 0% Brokers)
Phone	561-404-0484
Address	200 East Las Olas Boulevard Fort Lauderdale, FL 33301
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	89	30.3
(b) Individuals (high net worth individuals)	100	884.7
(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	611	915.0
By Discretionary
Discretionary	589	814.8
Non-Discretionary	22	100.2
Total	611	915.0
By Non-United States Persons
Non-United States Persons		3.2
United States Persons		911.8
Total	611	915.0

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