DIS MANAGEMENT COMPANY

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
162242
Registered since
January 29, 2021

Firm profile

FINTRX

Overview

DIS Management Company is a corporate adviser that registered with the SEC in 2021 and is owned by individuals. The registry classifies the firm as Unclassified and the available data indicates the firm does not operate as a multi-state advisory firm, is not an active ESG investor, and does not present itself as a capital allocator. The firm’s public footprint is narrow: it does not report traditional retail or institutional advisory client relationships and instead appears structured around managing a private fund vehicle. Regulatory and business metadata show limited disclosure about client-facing advisory activities or fee schedules. The available indicators point to a manager whose primary activity is fund management rather than running a conventional advisory practice with multiple client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MARSHALL COBURN

    PresidentCRD 1720858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI 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
MIAMI DADE
Address
1000 S Pointe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth