RIA Intel›Advisers›Florida›ALBATROZ CAPITAL LLC

ALBATROZ CAPITAL LLC

Advisory

KEY BISCAYNE, FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL

#2,067

of 2,610 advisers by AUM

Average account

$1M

across 11 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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THE ART AND SCIENCE OF SUCCESSFUL PLANNING INC

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P.R. CURTMAN INVESTMENTS LLC

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