Investment adviser · CRD 162535

PALM EQUITY, LLC

Investment adviser filing (IA)

WEST PALM BEACH, FL, United States · Form ADV filed Feb 27, 2015

Regulatory AUM
$288M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Feb 27, 2015. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

ONE NORTH CLEMATIS, SUITE 320
WEST PALM BEACH, FL, 33401, United States

CRD 162535

Filing source

Form ADV 879084 · Feb 27, 2015 · 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.