Florence Capital Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$65.2M

Discretionary

$65.2M

100% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 281038
Registered since: August 12, 2015
Website: www.florencecapital.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles82.09%
HNWI17.46%
Charitable Organizations0.31%
Individuals0.14%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Florence Capital Advisors, LLC is an SEC-registered investment adviser formed as an LLC in 2015 and owned by an individual. The firm describes itself as operating in the venture capital fund space while serving both individual/family and institutional clients. Its fee model combines a percentage of assets under management with performance-based fees. Advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of external advisers. The firm also acts in sponsor and general partner roles and serves as managing member for pooled vehicles it advises. Florence Capital does not identify itself as an active ESG investor.