Iii Offshore Advisors (Boca Raton)

Iii Offshore Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iii Offshore Advisors: assets under management

The assets under management (AUM) of Iii Offshore Advisors is $23.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1612% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $23.97 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $856.2 million each.

Iii Offshore Advisors has custody of $2.39 billion in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iii Offshore Advisors for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Iii Offshore Advisors

Yelena Anuar joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 14 indirect owners.

Based in Boca Raton

The principal office where Iii Offshore Advisors performs its advisory services is located at 777 Yamato Road, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-544-4400 or by fax 561-544-4433. The normal business hours are 6 am to 3 pm on Monday - Friday. You can find more information about the New York firm at www.iiioffshore.com.

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