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PHASE 3 CAPITAL MANAGEMENT LLC

CRD 294408 · SEC 801-113155

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6501 CONGRESS AVENUE, SUITE 220, BOCA RATON, FL, 33487, United States

Phone

312-858-3800

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.54B

Discretionary AUM

$2.54B

Team

9 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; OPERATING EXPENSE PASS THROUGH

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$2.54B

States served

FL

All web addresses on file

Official SEC filing: View on IAPD