IMPERIAL CAPITAL PARTNERS

851 W Cypress Creek Rd
Fort Lauderdale, Florida 33309
Tel: (855) 226-5200

About IMPERIAL CAPITAL PARTNERS

IMPERIAL CAPITAL PARTNERS, formally registered with the SEC as IMPERIAL CAPITAL PARTNERS. The firm was established in 02/01/2022. They have over 2 offices throughout the country.

IMPERIAL CAPITAL PARTNERS is a Fort Lauderdale, Florida based Financial Planning firm with nearly $6,980,959,545 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317525
SEC#	801-123060
Assets Managed by Firm	$6,980,959,545
No. of Clients	25
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$6,980,959,545
Individuals (other than high net worth individuals)	9	$7,807,032
High net worth individuals	11	$2,288,466
Corporations or other businesses	Fewer than 5 clients	$3,054,182,505

More Retirement Planning firms in Fort Lauderdale, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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