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SUNCOAST EQUITY MANAGEMENT, LLC
CRD 108289 · SEC 801-62262
5550 W EXECUTIVE DR, SUITE 320, TAMPA, FL, 33609, United States
Phone
(813) 963-0502
Fax
(813) 830-6062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.11B
Discretionary AUM
$2.11B
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 670 | $397.2M |
| High net worth individuals | 168 | $752.8M |
| Pension/profit sharing plans | 16 | $39.0M |
| Corporations/business entities | 13 | $12.7M |
States served
VT, AL, AZ, CA, GA, IL, IN, LA, MD, MA, MI, NV, NJ, NY, NC, OH, PA, SC, VA, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD