FLORIDA ATLANTIC SECURITIES CORP.

Overview

Florida Atlantic Securities Corp. operates as a broker-dealer that also provides advisory services focused on portfolio management for individuals and small businesses as well as pooled investment vehicles. The firm classifies one of its offerings as a private equity fund and acts in sponsor/GP/managing member roles for pooled vehicles, so it combines brokerage distribution with hands-on private fund management. Its client base includes both individual and family clients as well as institutional investors, and its fee arrangements include percentage-of-AUM fees plus performance-based components and other fee structures. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser, indicating a concentrated, single-state footprint and a traditional investment orientation favoring liquid equity exposure supplemented by select private and alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices