Adviser Profile
| As of Date | 10/18/2026 |
| Registration status | Registration Changed to SUNCOAST CAPITAL MANAGEMENT, LLC |
| Contact Info | 484 xxxxxxx |
| Websites |
| AUM* | 1,000,000 |
| of that, discretionary | 1,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 333,333 -33% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds