Everglades Resources, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 142020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI67.41%
- Pooled Investment Vehicles18.75%
- Individuals13.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Everglades Resources, Inc. operates as a hedge-fund–style advisory firm serving both individual/family clients and institutional investors. The firm provides discretionary portfolio management through separately managed accounts and pooled investment vehicles, charging a mix of percentage-of-AUM and performance-based fees. Investment activity emphasizes liquid portfolio management with a notable cash allocation at the account level, while the firm also sponsors and advises at least one private hedge fund for concentrated or illiquid strategies. Everglades Resources, Inc. does not position itself as an ESG-driven advisor and appears focused on traditional return-generation and downside management. Its structure and fee mix suggest an active, outcome-oriented approach, using both SMA-style mandates and pooled vehicle structures to deliver differentiated exposures for clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents57%
- Exchange Traded Equities42%
- Derivatives1%
Contacts
1 of 1
Steven Busch
President & FounderCRD 2176747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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