PALM BEACH CAPITAL MANAGEMENT III, LLC
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 159611
- Registered since
- March 8, 2012
- Website
- www.pbcap.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Palm Beach Capital Management III, LLC operates as a private equity-focused adviser that manages pooled investment vehicles for institutional clients. The firm acts both as sponsor and general partner/managing member of the funds it advises, which indicates it structures and controls the vehicles while also taking economic and governance stakes alongside other owners. Its advisory role is concentrated on portfolio management for pooled investment vehicles rather than direct wealth-management or retail advisory services. Fee arrangements include performance-based components, which is consistent with private equity compensation structures tied to realized returns. The firm does not present itself as an active ESG investor. Its client base is institutional, and it is not organized as a multi-state adviser or pension consultant. The regulatory profile and business activities point to a compact, fund-centric manager that sources, sponsors and oversees private equity investments through pooled vehicles.
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
1 of 1Christopher Felder
Chief Financial OfficerCRD 7249553
Contacts
3 of 4JAMES HARPEL
Elected ManagerCRD 1472201
SHAUN MCGRUDER
Managing Partner and Co-FounderCRD 6005651
NATHAN WARD
Managing Partner and Co-FounderCRD 6005654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM 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
- PALM BEACH
- Address
- 525 S Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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