Investment adviser · CRD 304638
SUNCAP MANAGEMENT
Investment adviser filing (IA)
SUNCOAST CAPITAL MANAGEMENT
NEW ORLEANS, LA, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $380M Form ADV · Item 5.F
- Client accounts
- 105 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Government entities | Fewer than 5 | $350,000,000 | 92.1% |
| Individuals | 75 | $13,000,000 | 3.4% |
| High-net-worth individuals | 25 | $12,000,000 | 3.2% |
| Retirement plans | 4 | $5,000,000 | 1.3% |
Filing source
Form ADV 2116800 · Jul 1, 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
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 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2021 LAKESHORE DRIVE, SUITE 200NEW ORLEANS, LA, 70122, United States
CRD 304638
Filing source
Form ADV 2116800 · Jul 1, 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.