Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
CV ADVISORS LLC 19495 Biscayne Boulevard,
Suite Ph1 Aventura, FL 33180 |
164817 |
$9,406,618,249 |
1639 |
A percentage of AUM, Fixed fees |
EVOLUTION WEALTH ADVISORS, LLC 20900 Ne 30th Avenue,
Suite 517 Aventura, FL 33180 |
285142 |
$899,738,880 |
372 |
A percentage of AUM, Hourly charges, Fixed fees |
WM PARTNERS, LP 21500 Biscayne Blvd,
Suite 600 Aventura, FL 33180 |
235788 |
$709,530,966 |
11 |
Performance Based, Other (MANAGEMENT FEE BASED ON CAPITAL COMMITMENTS, INVESTED CAPITAL) |
OMNIA FAMILY WEALTH, LLC 18851 Ne 29th Avenue,
Suite 400 Aventura, FL 33180 |
170909 |
$677,917,450 |
827 |
A percentage of AUM, Hourly charges, Fixed fees |
TCA FUND MANAGEMENT GROUP 19950 W Country Club Dr,
Suite 101 Aventura, FL 33180 |
169163 |
$496,835,822 |
3 |
A percentage of AUM, Performance Based, Other (CLIENTS REIMBURSE CERTAIN INVESTMENT MANAGEMENT EXPENSES) |
ACTIVEST WEALTH MANAGEMENT, LLC 20900 Ne 30 Avenue,
Suite 310 Aventura, FL 33180 |
156150 |
$483,309,904 |
541 |
A percentage of AUM, Fixed fees, Performance Based |
RVX ASSET MANAGEMENT LLC 20900 Ne 30th Avenue,,
Suite 401 Aventura, FL 33180 |
282804 |
$266,838,159 |
8 |
A percentage of AUM, Fixed fees, Performance Based |
ESJ CAPITAL PARTNERS, LLC 19950 W. Country Club Drive,
Suite 800 Aventura, FL 33180 |
187518 |
$236,733,516 |
12 |
A percentage of AUM, Performance Based, Other (ACQUISITION, DISPOSITION, ENTRY, DEVELOPER, AND FINANCING FEES) |
YIELDX ADVISERS, LLC 2980 Ne 207th St,
Unit 504 Aventura, FL 33180 |
304035 |
$90,267,850 |
2 |
A percentage of AUM, Fixed fees |
FK CAPITAL ADVISERS LLC 20803 Biscayne Blvd.,
Suite 405 Aventura, FL 33180 |
321243 |
$0 |
0 |
A percentage of AUM, Performance Based |