DRIFTWOOD ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$569M
Discretionary
$569M
100% of AUM
Avg account
$190M
Accounts
3
Employees
52
Advisory reps
8

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
307316
Registered since
May 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Driftwood Advisors, LLC is an SEC-registered investment adviser formed in 2020 that operates as a manager of pooled real estate investment vehicles. The firm is organized as a limited liability company and serves institutional clients, acting as sponsor, general partner, and managing member of its funds. Its advisory activity is concentrated on portfolio management for pooled investment vehicles rather than one-off advisory mandates. The firm charges fees based on a percentage of assets under management and performance-based fees. Driftwood Advisors, LLC is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator to third-party managers.

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 7
  • MANUEL NAVIA

    Chief Commercial OfficerCRD 7238133

  • JORGE GOMEZ-MOLLER

    Chief Compliance OfficerCRD 5934198

  • GLENN WASSERMAN

    Chief Financial OfficerCRD 4433796

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Contacts

1 of 1
  • DAVID STEINER

    Managing DirectorCRD 5351724

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

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, 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
255 Alhambra Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth