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AUA PRIVATE EQUITY PARTNERS, LLC

1 North Clematis Street
Suite 500
West Palm Beach, Florida 33401
Tel: 561-851-9500

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About AUA PRIVATE EQUITY PARTNERS, LLC

AUA PRIVATE EQUITY PARTNERS, LLC, formally registered with the SEC as AUA PRIVATE EQUITY PARTNERS, LLC. The firm was established in 03/18/2014. They have over 1 offices throughout the country.

AUA PRIVATE EQUITY PARTNERS, LLC is a West Palm Beach, Florida based Financial Planning firm with nearly $552,488,089 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#170597
SEC#801-79337
Assets Managed by Firm$552,488,089
No. of Clients12
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ADVISORY, MONITORING AND OTHER SIMILAR FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total12$552,488,089

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