EVERGLADES GLOBAL ADVISORS LLC
Firm details
- Headquarters
- CORAL SPRINGS, Florida
- CRD number
- 313651
- Registered since
- April 3, 2024
Firm profile
FINTRXOverview
Everglades Global Advisors LLC is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm is classified as an unclassified adviser in the reporting data and does not present itself as a capital allocator, pension consultant, or related adviser. It is not designated as a multi-state adviser and does not identify as an active ESG investor. Regulatory and operational descriptors indicate the firm’s core business activity is as a CPO or CTA. The firm also appears to act as sponsor, general partner, or managing member of pooled investment vehicles, which positions it more as a manager of collective investment products than as a traditional retail wealth manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PETER LACEY
Managing MemberCRD 1245412
KENNETH ARNOLD
Managing DirectorCRD 2429006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL SPRINGS, FL
BROWARD
Location
CORAL SPRINGS, FL
Headquartered in CORAL SPRINGS, 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
- BROWARD
- Address
- 5521 N University Dr
- Time zone
- ET (UTC-5)
- Office locations
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