Palm Valley Capital Management
Firm details
- Headquarters
- Jacksonville Beach, Florida
- CRD number
- 299896
- Registered since
- January 28, 2019
- Website
- www.palmvalleycapital.com
- Custodians
- U.S. BANK, N.A.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies79.06%
- Charitable Organizations12.59%
- HNWI8.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Palm Valley Capital Management is an SEC-registered, limited liability company formed in 2019 and owned by an individual. The firm is classified as an institutional RIA and bills clients on a percentage-of-AUM basis. Its stated client orientation is institutional, while its advisory activities include portfolio management for individuals/small businesses, investment companies, and businesses or institutions. Palm Valley does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not function as a capital allocator to external 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
Asset composition
- Cash & Cash Equivalents77%
- Exchange Traded Equities22%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Eric Cinnamond
Co-ceoCRD 4359759
Contacts
2 of 2Frank Martin
FounderCRD 321186
Jayme Wiggins
Co-Founder & Portfolio ManagerCRD 2895904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville Beach, FL
Duval
Location
Jacksonville Beach, FL
Headquartered in Jacksonville Beach, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 422 Jacksonville Dr
- Time zone
- ET (UTC-5)
- Office locations
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