Aventura Capital Management, LLC

RIASEC RegisteredEst. 2006

Total AUM

$48.4M

Discretionary

$39.8M

82% of AUM

Avg account

$192K

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 142478
Registered since: November 29, 2006
Website: www.aventuracap.com
Fee structure: Percentage of AUM, Commissions
Client types: Individuals53.67%
HNWI46.33%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aventura Capital Management, LLC is an SEC-registered limited liability company that has operated as an advisory firm since 2006. It is classified as a non-independent retail RIA that acts as a capital allocator and serves individual and family clients. The firm provides portfolio management for individuals, small businesses and institutions, and it also performs selection of third-party advisers. Compensation comes through a mix of percentage-of-AUM advisory fees and commissions, reflecting a hybrid fee/transaction model. Regulatory filings indicate the firm maintains industry relationships beyond pure advisory work: affiliations include a broker-dealer, an insurance company, and roles as sponsor or general partner/manager for pooled investment vehicles. The firm does not identify as an active ESG investor. The snapshot flags the firm as not being a multi-state adviser.