Commonwealth Credit Advisors, LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$865M
Accounts
2
Employees
150
Advisory reps
7

Firm details

Headquarters
West Palm Beach, Florida
CRD number
312541
Registered since
March 5, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles52.66%
  • Business Development Companies47.34%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Commonwealth Credit Advisors, LLC is an SEC-registered institutional RIA formed as an LLC in 2021 that focuses on institutional portfolio management. The firm provides investment management for investment companies and for businesses or other institutions, operating under a fee schedule that combines a percentage-of-assets charge with performance-based fees. It identifies as an active ESG investor and maintains relationships across the industry that include roles as an adviser, commodity pool operator/CTA, and sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

3 of 6
  • Robert O'sullivan

    Robert O'sullivan

    Chief Executive OfficerCRD 4580748

  • Michael Falk

    Michael Falk

    Founder and CEOCRD 1260489

  • Cecilio Rodriguez

    Cecilio Rodriguez

    Partner and Chief Financial OfficerCRD 4901911

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Contacts

1 of 1
  • Michael Altschuler

    Michael Altschuler

    Partner and General CounselCRD 6774166

Wealth teams

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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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm 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
Palm Beach
Address
360 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth