1 North Clematis Street
Suite 500
West Palm Beach, Florida 33401
Tel: 561-851-9500
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170597 |
| SEC# | 801-79337 |
| Assets Managed by Firm | $552,488,089 |
| No. of Clients | 12 |
| No. of Advisors | 12 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $552,488,089 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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