PALM TREE CREW MANAGEMENT

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
321185
Registered since
March 27, 2024

Firm profile

FINTRX

Overview

Palm Tree Crew Management is a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. Registered with the SEC in 2024, the firm presents itself less as a traditional advisory business serving retail or institutional advisory clients and more as a manager of private funds. It is identified as a domestic entity with an individual owner and classified in public records as unclassified. The firm does not report active ESG investing activity and is not registered as a multi-state adviser. Investment activity centers on venture capital fund management: Palm Tree Crew Management organizes and runs pooled vehicles, takes GP responsibilities, and acts as managing member for those funds. Its regulatory filings and affiliations indicate the firm’s capital deployment is carried out through fund structures rather than direct advisory relationships or separate account services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • MICHAEL DIAZ

    CEOCRD 5934856

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

MIAMI BEACH, FL

MIAMI DADE

Location

MIAMI BEACH, FL

Headquartered in MIAMI 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
MIAMI DADE
Address
1800 Bay Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth