Firms by city
Registered investment advisers in Boca Raton, FL
5 SEC-registered advisers headquartered in Boca Raton, listed by regulatory assets under management as reported on Form ADV.
5 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| III Capital ManagementCRD 113539 | Boca Raton, FL | $88.24B | 9 | 21 |
| Digitalbridge Investment ManagementCRD 290954 | Boca Raton, FL | $61.10B | 157 | 86 |
| Polen Capital ManagementCRD 106093 | Boca Raton, FL | $24.06B | 22 | 1,602 |
| Kare Manager HoldingsCRD 343124 | Boca Raton, FL | $19.82B | 85 | 29 |
| Digital Bridge AdvisorsCRD 291394 | Boca Raton, FL | $14.60B | 71 | 48 |
III Capital ManagementCRD 113539$88.24B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 9
- Clients
- 21
Digitalbridge Investment ManagementCRD 290954$61.10B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 157
- Clients
- 86
Polen Capital ManagementCRD 106093$24.06B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 22
- Clients
- 1,602
Kare Manager HoldingsCRD 343124$19.82B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 85
- Clients
- 29
Digital Bridge AdvisorsCRD 291394$14.60B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 71
- Clients
- 48
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Boca Raton on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.