Investment adviser · CRD 109870

PALM BEACH CAPITAL CORPORATION

Investment adviser filing (IA)

FORT SMITH, AR, United States · Form ADV filed Jan 28, 2014

Regulatory AUM
$317M
Form ADV · Item 5.F
Client accounts
137
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PALM BEACH EQUITY FINANCING FUNDPrivate Equity Fund · Last reported Jan 28, 2014$50MGross asset value
Custodian T.D. AMERITRADE INSTITUTIONAL SAN DIEGO, California, United States Related to adviser: No
Prime broker TD AMERITRADE INSTITUTIONAL SANDIEGO, California, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2770050722
Reported beneficial owners
3
Minimum commitment
$100K
Form D file number
021-1545990

Form ADV 779104 · Jan 28, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 28, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Market timing

Compensation

Percentage of assets · Hourly

Principal office

2010 DODSON AVENUE
FORT SMITH, AR, 72901, United States

CRD 109870

Filing source

Form ADV 779104 · Jan 28, 2014 · 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.