The BARNETT CAPITAL ADVISORS is a privately held investment adviser that advises $178.86mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BARNETT CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 185.06% over the last 5-years.
The Group has been registered with the SEC for 1.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 444 BRICKELL AVE SUITE 820, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $178.86mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 46 other accounts. Assets of Corporations or Other Businesses clients own $53.67mn or 30.01% of Total Assets and High Net Worth Individuals own $52.94mn or 29.6% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
BARNETT CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.