Investment adviser · CRD 310174
DARWIN ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Sep 22, 2023
- Regulatory AUM
- $1.01B Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Other investment advisers | 5 | $1,007,166,261 | 100.0% |
Filing source
Form ADV 1788538 · Sep 22, 2023 · 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: Sep 22, 2023. View historical filings
Reported services
Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
4601 WEST NORTH A STREETTAMPA, FL, 33609, United States
CRD 310174
Filing source
Form ADV 1788538 · Sep 22, 2023 · 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.