Investment adviser · CRD 288793
DRIFTWOOD
Investment adviser filing (IA)
DRIFTWOOD ADVISORS LLC
CORAL GABLES, FL, United States · Form ADV filed Jul 30, 2018
- Regulatory AUM
- $580M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Corporations & businesses | 1 | $580,000,000 | 100.0% |
Filing source
Form ADV 1228544 · Jul 30, 2018 · 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: Jul 30, 2018. View historical filings
Reported services
Business portfolio management
Compensation
Fixed
Principal office
255 ALHAMBRA CIRCLE,, SUITE 715CORAL GABLES, FL, 33134, United States
CRD 288793
Filing source
Form ADV 1228544 · Jul 30, 2018 · 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.