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 been operating since 2006 and focuses on serving individual and family clients. The firm provides discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, and it also undertakes selection of sub‑advisers. Its compensation mixes a percentage‑of‑AUM advisory fee with commissionable products. The firm identifies as a capital allocator, indicating it deploys client capital both directly and through third‑party managers. It is not positioned as an ESG investor and does not identify as a pension consultant or related adviser. Industry affiliations include broker‑dealer and insurance company relationships, and the firm may act as sponsor, general partner or managing member for pooled investment vehicles.