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CAPCO ASSET MANAGEMENT, LLC
CRD 141325 · SEC 801-110809
101 E KENNEDY BLVD # 1425, TAMPA, FL, 33602, United States
Phone
813-805-0777
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$468.6M
Discretionary AUM
$468.6M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.9M |
| High net worth individuals | 65 | $302.2M |
| Pooled investment vehicles | 1 | $160.4M |
States served
NC, SC, FL
All web addresses on file
Official SEC filing: View on IAPD