Everglades Resources, Inc.

RIASEC Registered
Total AUM
$31.4M
Discretionary
$31.4M
100% of AUM
Avg account
$483K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
142020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI67.41%
  • Pooled Investment Vehicles18.75%
  • Individuals13.83%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Everglades Resources, Inc. operates as a hedge-fund–style advisory firm serving both individual/family clients and institutional investors. The firm provides discretionary portfolio management through separately managed accounts and pooled investment vehicles, charging a mix of percentage-of-AUM and performance-based fees. Investment activity emphasizes liquid portfolio management with a notable cash allocation at the account level, while the firm also sponsors and advises at least one private hedge fund for concentrated or illiquid strategies. Everglades Resources, Inc. does not position itself as an ESG-driven advisor and appears focused on traditional return-generation and downside management. Its structure and fee mix suggest an active, outcome-oriented approach, using both SMA-style mandates and pooled vehicle structures to deliver differentiated exposures for clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 57%, Exchange Traded Equities 42%, Derivatives 1%57%
  • Cash & Cash Equivalents57%
  • Exchange Traded Equities42%
  • Derivatives1%

Contacts

1 of 1
  • Steven Busch

    Steven Busch

    President & FounderCRD 2176747

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth