Bimini Advisors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$11.7B
Discretionary
$11.7B
100% of AUM
Avg account
$11.7B
Accounts
1
Employees
10
Advisory reps
2

Firm details

Headquarters
Vero Beach, Florida
CRD number
164944
Registered since
July 25, 2012
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bimini Advisors, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2012. The firm serves institutional clients and concentrates its advisory work on portfolio management for pooled investment vehicles rather than providing retail or individual wealth management. It does not present itself as a capital allocator and reports a nonstandard fee structure. Bimini is not organized as a multi-state advisor and does not identify as an active ESG investor or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • George Haas

    George Haas

    President, Chief Investment OfficerCRD 6137934

Contacts

1 of 1
  • Robert Cauley

    PresidentCRD 2500886

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Vero Beach, FL

Indian River

Location

Vero Beach, FL

Headquartered in Vero Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Indian River
Address
3305 Flamingo Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth