Iii Capital Managment is a large advisory firm based in Boca Raton. It manages $23.97 billion of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2015.
Iii Capital Managment provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iii Capital Managment is $23.97 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Iii Capital Managment for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Yelena Anuar joined the executive team most recently as the Chief Financial Officer.
The principal office where Iii Capital Managment performs its advisory services is located at 777 Yamato Road, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-544-4400 or by fax 561-544-4433. The normal business hours are 6 am to 3 pm on Monday - Friday. You can find more information about the New York firm at iiicm.com.