DIS MANAGEMENT COMPANY
Firm details
- Headquarters
- MIAMI BEACH, Florida
- CRD number
- 162242
- Registered since
- January 29, 2021
Firm profile
FINTRXOverview
DIS Management Company is a corporate adviser that registered with the SEC in 2021 and is owned by individuals. The registry classifies the firm as Unclassified and the available data indicates the firm does not operate as a multi-state advisory firm, is not an active ESG investor, and does not present itself as a capital allocator. The firm’s public footprint is narrow: it does not report traditional retail or institutional advisory client relationships and instead appears structured around managing a private fund vehicle. Regulatory and business metadata show limited disclosure about client-facing advisory activities or fee schedules. The available indicators point to a manager whose primary activity is fund management rather than running a conventional advisory practice with multiple client accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MARSHALL COBURN
PresidentCRD 1720858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI BEACH, FL
MIAMI DADE
Location
MIAMI BEACH, FL
Headquartered in MIAMI BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 1000 S Pointe Dr
- Time zone
- ET (UTC-5)
- Office locations
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