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| Keyboard |
| Suncoast Capital Management
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|---|---|
| CRD # | 304638 |
| SEC # | 801-117295 |
| CIK # | 0001771072 |
| AUM | 380.0 M (2026-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-478-6227 |
| Address | 2021 Lakeshore Drive New Orleans, LA 70122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 13.0 |
| (b) Individuals (high net worth individuals) | 25 | 12.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 350.0 |
| (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 | 105 | 380.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 105 | 380.0 |
| Total | 105 | 380.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.0 | |
| Total | 105 | 380.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vista Investment Partners II LLC
✚
|
IN | 383.1 M |
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Keystone Financial Services
✚
|
CO | 379.2 M |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 377.6 M |
|
Yeomans Consulting Group Inc
✚
|
GA | 377.1 M |
|
Christy Capital Management Inc
✚
|
GA | 376.3 M |