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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SRT Group LLC
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|---|---|
| CRD # | 330219 |
| SEC # | 801-130704 |
| CIK # | |
| AUM | $144.7 M (2025-05-22) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 561-510-1919 |
| Address | 525 Okeechobee Blvd West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Southern Realty Trust Inc | 2024-03-15 | 144.7 |
| 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 | 144.7 |
| (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 | 144.7 |
| By Discretionary | ||
| Discretionary | 1 | 144.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 144.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.7 | |
| Total | 1 | 144.7 |
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|---|---|---|
|
DF Investment Manager LLC
✚
|
GA | 0.2 |
|
Graystreet Capital Management LLC
✚
|
TX | 0.2 |
|
EM Advisor LLC
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NY | 0.2 |
|
Tricon Capital GP Inc
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0.2 | |
|
RSC Asset Management Group LLC
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|
CA | 0.1 |
|
PARE Partners II LLC
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FL | 0.1 |
|
RM Adviser LLC
✚
|
0.1 | |
|
Paladin Realty Partners LLC
✚
|
0.1 | |
|
Blue Moon Capital Management LLC
✚
|
MA | 0.1 |
|
Ascentris LLC
✚
|
CO | 0.1 |