RIA Intel›Advisers›Florida›NOVEL CAPITAL MANAGEMENT ADVISORS, LLC

NOVEL CAPITAL MANAGEMENT ADVISORS, LLC

Advisory

N·SUNNY ISLES BEACH, FL

Data as of Apr 2, 2021 · Source: SEC Form ADV

Total AUM
$26M
1-Year AUM Growth
—
3-Year CAGR
+2.7%
Employees
4
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers5
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingDec 9, 2011
Latest FilingApr 2, 2021
🔒 Full AUM trend chart and 15 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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