Palm Beach Capital Management III, LLC

Fee-Only (% of Portfolio)

Palm Beach Capital Management III, LLC manages investments in private equity funds. Palm Beach acts as the management company to the Funds and provides administrative, management, investment and consulting services. The Funds invest in lower middle-market private companies across a broad range of industries located primarily in Florida. Palm Beach does not provide advice directly to individual investors.

Assets Under Management$940M
Clients15
AdvisorsN/A
Avg. per Client$62M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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