DRIFTWOOD ADVISORS, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 307316
- Registered since
- May 29, 2020
- Website
- driftwoodadvisors.us
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Driftwood Advisors, LLC is an SEC-registered investment adviser formed in 2020 that operates as a manager of pooled real estate investment vehicles. The firm is organized as a limited liability company and serves institutional clients, acting as sponsor, general partner, and managing member of its funds. Its advisory activity is concentrated on portfolio management for pooled investment vehicles rather than one-off advisory mandates. The firm charges fees based on a percentage of assets under management and performance-based fees. Driftwood Advisors, LLC is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator to third-party managers.
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
Owners & executives
3 of 7MANUEL NAVIA
Chief Commercial OfficerCRD 7238133
JORGE GOMEZ-MOLLER
Chief Compliance OfficerCRD 5934198
GLENN WASSERMAN
Chief Financial OfficerCRD 4433796
Contacts
1 of 1DAVID STEINER
Managing DirectorCRD 5351724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, 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
- 255 Alhambra Cir
- Time zone
- ET (UTC-5)
- Office locations
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