Third Eye Capital Management, LLC

RIASEC Registered
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$17.1M
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
Miami Beach, Florida
CRD number
287819
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles50.16%
  • HNWI49.84%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Third Eye Capital Management, LLC is a limited liability company that operates as a hedge fund-style investment adviser. The firm serves both individual/family clients and institutional investors and charges fees based on a percentage of assets under management. Its advisory activity centers on discretionary portfolio management for individuals and small businesses as well as for pooled investment vehicles, which aligns with the firm also advising at least one private fund. The firm is not an active ESG investor, does not report multi-state adviser status, and is not described as a newly formed adviser. Operational descriptors indicate it is privately owned by an individual rather than by another firm or a corporate parent.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Derivatives 50%50%
  • Exchange Traded Equities50%
  • Derivatives50%

Contacts

1 of 1
  • Anil Sharma

    Anil Sharma

    FounderCRD 6762221

Wealth teams

FINTRX

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
300 S Pointe Dr
Time zone
ET (UTC-5)
Office locations

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