RIA Intel›Advisers›Florida›SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP

SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP

Advisory

MIAMI, FL

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in FL
#2,552
of 2,610 advisers by AUM
Average account
$14K
across 25 accounts
AUM per adviser
$340K
1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$340K
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$340K
Discretionary AUM$340K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients25
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Partnership
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

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-13.3% 1Y

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