Investment adviser · CRD 131528
CARL DOMINO INC.
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed Aug 27, 2019
- Regulatory AUM
- $73.6M Form ADV · Item 5.F
- Client accounts
- 118 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 113 | $56,313,292 | 76.5% |
| High-net-worth individuals | 1 | $16,435,975 | 22.3% |
| Charities | Fewer than 5 | $539,695 | 0.7% |
| Retirement plans | Fewer than 5 | $336,657 | 0.5% |
Filing source
Form ADV 1342184 · Aug 27, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 27, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
499 EVERNIA STREET, STE. 220WEST PALM BEACH, FL, 33401, United States
CRD 131528
Filing source
Form ADV 1342184 · Aug 27, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.