THIRD EYE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$244M
Discretionary
$244M
100% of AUM
Avg account
$9.8M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
287819
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50.41%
  • Pooled Investment Vehicles49.59%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Third Eye Capital Management, LLC operates as a hedge fund–style adviser serving both high-net-worth individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management for individual clients and pooled investment vehicles. Its stated investment preference is equities, with a meaningful allocation to exchange-traded securities alongside pooled and private strategies. The firm runs a dedicated hedge fund vehicle alongside separately managed accounts, suggesting a hybrid operating model that can deliver concentrated, active equity exposure through both single-client mandates and pooled strategies. Custody and execution appear oriented to more active trading and cross-account implementation, consistent with the use of exchange-listed instruments as a core building block.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Derivatives 50%50%
  • Exchange Traded Equities50%
  • Derivatives50%

Contacts

1 of 1
  • Anil Sharma

    FounderCRD 6762221

Wealth teams

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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

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
300 S Pointe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth