The AVENTURA PRIVATE WEALTH is a privately held investment adviser that advises $376.23mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. AVENTURA PRIVATE WEALTH 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 40.18% over the last 1-years.
The Group has been registered with the SEC for 1.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 19790 WEST DIXIE HWY SUITE 805, AVENTURA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 25% over the last 1-years.
Their $376.23mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $305.25mn or 81.14% of Total Assets and Individuals own $37.94mn or 10.08% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 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 management fees and performance-based fees.
AVENTURA PRIVATE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.