Investment adviser · CRD 330219

SRT GROUP LLC

Investment adviser filing (IA)

WEST PALM BEACH, FL, United States · Form ADV filed Apr 28, 2026

Regulatory AUM
$206M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
28
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$205,559,617100.0%
Filing source

Form ADV 2095043 · Apr 28, 2026 · 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

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.

SOUTHERN REALTY TRUST INC.Real Estate Fund · Last reported Apr 28, 2026$206MGross asset value
Auditor COHNREZNICK NEW YORK, New York, United States
Custodian EAST WEST BANK PASADENA, California, United States Related to adviser: No
Custodian FLAGSTAR BANK TROY, Michigan, United States Related to adviser: No
Marketer D. BORAL CAPITAL NEW YORK, New York, United States Related to adviser: No
Marketer RAYMOND JAMES FINANCIAL SERVICES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

COHNREZNICK
PCAOB 596

D. BORAL CAPITAL
CRD 103792 · SEC 8-52280

RAYMOND JAMES FINANCIAL SERVICES, INC.
CRD 6694 · SEC 8-17983

Fund details & source
Fund ID
805-7437533339
Reported beneficial owners
244
Minimum commitment
$25K

Form ADV 2095043 · Apr 28, 2026 · 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: Apr 28, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

525 OKEECHOBEE BLVD., SUITE 1650
WEST PALM BEACH, FL, 33401, United States

CRD 330219

Filing source

Form ADV 2095043 · Apr 28, 2026 · 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.