PALM BEACH CAPITAL MANAGEMENT III, LLC

RIASEC RegisteredEst. 2012
Total AUM
$999M
Discretionary
$999M
100% of AUM
Avg account
$71.3M
Accounts
14
Employees
11
Advisory reps
5

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
159611
Registered since
March 8, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palm Beach Capital Management III, LLC operates as a private equity-focused adviser that manages pooled investment vehicles for institutional clients. The firm acts both as sponsor and general partner/managing member of the funds it advises, which indicates it structures and controls the vehicles while also taking economic and governance stakes alongside other owners. Its advisory role is concentrated on portfolio management for pooled investment vehicles rather than direct wealth-management or retail advisory services. Fee arrangements include performance-based components, which is consistent with private equity compensation structures tied to realized returns. The firm does not present itself as an active ESG investor. Its client base is institutional, and it is not organized as a multi-state adviser or pension consultant. The regulatory profile and business activities point to a compact, fund-centric manager that sources, sponsors and oversees private equity investments through pooled vehicles.

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

1 of 1
  • Christopher Felder

    Chief Financial OfficerCRD 7249553

Contacts

3 of 4
  • JAMES HARPEL

    Elected ManagerCRD 1472201

  • SHAUN MCGRUDER

    Managing Partner and Co-FounderCRD 6005651

  • NATHAN WARD

    Managing Partner and Co-FounderCRD 6005654

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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

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, 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
PALM BEACH
Address
525 S Flagler Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth