This article showcases our top picks for the best Florida based Asset Management companies. These startups and companies are taking a variety of approaches to innovating the Asset Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Florida Asset Management Companies
Complete Business Solutions Group
CBSG is a privately owned company generating returns through investing in the factoring of receivables of small and medium businesses. Factoring has become an important alternative for small to mid-sized businesses nationwide.
The revenue generated by the performance of their model allows them to offer high-income returns to their investors in today’s financial climate. At CBSG, clients can choose weekly, monthly, and annual distribution payments.
They understand that each private investor will have different needs or goals, so their priority is to tailor those needs and offer the distribution payment that best fits the client’s goals.. .
Colony Capital operates as global digital infrastructure, real estate, and investment management firm. It manages a $46 billion portfolio of real assets on behalf of its shareholders and limited partners, including over $20 billion in digital real estate investments through Digital Colony, its digital infrastructure platform.
The firm was founded in 1991 and is headquartered in Los Angeles, California.. .
Safina Asset Management
Safina Asset Management is an “all stage” investment firm. They believe in a solutions-oriented, flexible investment approach and strive to create value by investing in great businesses where their capital, strategic insight, global relationships, and operational support can unlock a company’s true potential.
They are patient investors who practice the art of the long view and are committed to achieving the best long-term outcomes for their businesses and their investors. Their investments span a wide range of industries around the world in established and growth-oriented businesses alike.
Safina Asset Management plays a vital role in helping companies raise capital, enhance their performance, and maximize their value.. .
Crown Bay Group
Crown Bay Group is actively involved in the acquisition, asset management, renovation, re-positioning and disposition of “value-add” apartment assets. Our primary investment strategy is to seek out properties that can be bought at a discount and then resolve problem issues with the purpose of increasing net cash flow and in turn increasing the market value.
Crown Bay focuses on distressed properties that have been either mismanaged, have deferred maintenance, foreclosures, have lower than market occupancy, or need to be recapitalized. These properties offer the ability to increase cash flow and equity through unit upgrades, increasing curb appeal, adding amenities and professional management to run the property more efficiently.
Following project stabilization, a suitable exit strategy can then be implemented dependent on the phase of market cycle the location of the property is in.. .
Jahshaka is a virtual reality authoring and publishing company that is bringing the future of immersive digital content creation. It combines a virtual desktop with a powerful asset management system and a immersive 3d content creation engine with full VR support.
Jahshaka is free software, developed as an open source project under the GPL licence, and is designed to run on Windows, OsX, and Linux.. .
Three Shores Bancorporation
Three Shores Bancorporation, Inc. operates Seaside National Bank & Trust.
Through the related firm, Three Shores Bancorporation, Inc. provides a full variety of financial services including client’s private banking, business banking, asset management, trust services, and insurance.
The company was founded in 2009.. .
Family Office Club
The Family Office Club is the largest association in the family office wealth management industry with 109,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping then create family offices, find talent for their team, explore co-investment opportunities, and emulate best practices of $1B+ seasoned veterans of the space.
Our global team of thirty professionals is dedicated to expanding and improving our training and research efforts.. .
Kawa Capital Management
Kawa Capital Management is an independent asset manager providing accredited investors solutions to build tailored alternative portfolios. The firm is changing the game by challenging industry assumptions and bringing back transparency and integrity to investing.
On their asset management side, investors can diversify their portfolios with its broad variety of investment opportunities ranging from a multi-strategy hedge fund, special purpose funds, and private deals. Kawa Capital Management negotiates, underwrites, and offers each deal on a standalone basis providing investors a way to co-invest directly in curated institutional-quality deals.
The firm’s intuitive online platform and mobile application allow investors to build a unique portfolio tailored to their specific needs and actively monitor their investments through tools such as a consolidated monthly reporting suite, portfolio visualizations, and real-time transaction updates.. .
The Smart UAV™ platform provides complete enterprise visibility over a single unified solution, combining a wide variety of location, status and condition information about valuable mobile assets, whether in indoor facilities, outdoor yards or other harsh environments. Automatic data processing and secure online storage provide a central foundation for quick or in-depth analysis and simple reporting in an easy-to-use interface.
Receive current and historical location and status of assets and people. Automatically and immediately trigger significant context-based events that require attention while the Smart Drone is flying..
Independent Financial Partners
Independent Financial Partners (“IFP”) is a SEC Registered Investment Adviser (RIA) located in Tampa, Florida. Operating on LPL’s hybrid RIA platform, IFP is a multi-custodial RIA focused on delivering personalized, concierge-level service to our 500 advisors nationwide who specialize in wealth management and retirement plan consulting.
As a whole, the advisors at IFP oversee more than $5 billion in assets under management and over $30 billion in assets under advisement.. .
Hartmann Capital focuses on investing into emerging technologies with asymmetric returns and impact. We seek out opportunities that have the capability of producing global paradigm shifts, such as digital assets, VR/MR, AI, space, and transhumanism.
In early 2018 Hartmann Capital launched its inaugural hedge fund, Hartmann Digital Assets, which focuses exclusively on the emerging digital assets, blockchain, and crypto currency space. A multi-strategy fund, excels in L/S, activist, event-driven, and quantitative investing and trading..
GSM Systems is a worldwide provider of GSM network hardware and related services. The company repairs, supports and supplies a broad range of hardware from the major manufacturers.
Company specializes in high level hardware support and managed services for BTS, BSC, and MSC network equipment for, GSM, GPRS, EDGE, UMTS, HSPA among other technologies. .
Las Olas Capital Advisors
Las Olas Capital Advisors provides Wealth Management with a focus on Thematic Investing, Capital Markets Advisory Services, and Guided Family Philanthropy. Las Olas Capital Advisors was founded by Paul C.
Tanner, a wealth manager, and entrepreneur residing in Fort Lauderdale, Florida.. .
Taplin, Canida & Habacht
Taplin, Canida & Habacht (TCH) is a registered investment advisor located in Miami, Florida. Founded in 1985, the company provides institutional fixed income asset management services.
All portfolios are separately managed and customized to meet each client’s guidelines and objectives. TCH’s portfolio management team has an average of 34 years of experience in the investment business.
They are committed to delivering attractive returns and the highest level of personalized attention and service to their clients. Their portfolio management team has worked together for over twenty years.
Their clients include public and corporate pension plans, endowments, and foundations. They also have a limited number of high net worth individual clients.
With $7.3 billion in assets under management, they offer the following products: core fixed income; core plus fixed income; intermediate fixed income and corporate fixed income account management. Core fixed income portfolios utilize U.S.
Governments and Agencies, high quality corporate bonds, and mortgage-backed securities. Core plus fixed income accounts invest a portion of the portfolio outside of the benchmark index to take advantage of a wider opportunity set of sectors which have historically achieved above-average returns.
Argotrak is a software company that offers its customers with high quality, cost effective GPS tracking solutions. With our technology you can monitor and protect vehicles, vessels, valuable assets, employees and loved ones.
The ArgoTrak team is eager to answer your questions and discuss your requirements. The result, a customized solution based on your specific needs..
Avatar Property and Casualty Insurance Company
Avatar Property and Casualty Insurance offer comprehensive insurance coverage across the state. Avatar grants homeowners insurance, condo insurance, manufactured home insurance, and commercial building insurance.
Avatar Property and Casualty Insurance Company has provided repairs and solutions to policyholders for more than a decade. The company is headquartered in Tampa, Florida..
Litai Assets is an independent third-party asset manager focused on life settlements portfolio management. Clients are hedge funds, private equity groups, receiverships, bankruptcies, life settlement providers, lending institutions, and other investors in US life insurance policies.
Litai Assets designs customized service programs for its clients aimed at maximizing investment returns for their portfolios of life insurance policies.. .
Obolus handles the closure or transfer of online accounts and educates the public on digital estate management. The company has two services that simplify the management of online accounts after someone passes away, Estate Pass and Family Promise.
Estate Pass makes it simple to plan for closing online accounts ahead of time while Family Promise makes it easy to close online accounts, so users can have peace of mind. Obolus was founded on 2013 and is headquartered in Melbourne, Florida..
The Faith Group
The Faith Group and family history was involved with the startup of Gulliver’s Travel Associates, which was founded in 1975 in London, England. The privately owned company grew to over 2,400 employees and 31 offices in 25 countries, with a particularly strong presence in Japan, China and Hong Kong and won the Queens Award for Export Achievement twice.
The company was acquired in 2005 by Cendant Corporation who was the world’s largest travel group and included brands such as Avis Rental Cars. The Faith family moved to Miami, FL, in the late 1990’s and began investing in Commercial Assets in well located areas of Dade and Broward..
TekMethods is an IT asset management professional services firm headquartered in Sarasota, Florida. Established during the year 2000 by IT asset management pioneer Lori Sechio, TekMethods’ team of Solution Consultants will approach your organization’s ITAM and SAM challenges with thoughtful, proven, best practice approaches and techniques.
According to leading industry analysts, 30% or more of an organization’s IT budget can be wasted due to the inability to fully understand and control the technology base. TekMethods is dedicated to helping organizations of all sizes and across all industries and geographies implement quality solutions which enable them to manage cost, minimize business risk, and increase operational efficiencies..
SOAMAC is a successful website asset consulting company with a team of over 10 talented entrepreneurs. Their main office is located in Port St Lucie, Florida.
Well, Soamac is an acronym standing for Strategic Online Asset Management And Consulting. In a nutshell, they help develop company’s web assets and fuel their growth using their proprietary systems and software.
Their main focus at the moment is social media platforms. They believe by staying ahead of the forever evolving nature of the Internet, SOAMAC is at the forefront of innovation and responsible for the greatest and most successful programs and systems that benefit businesses of all industries and sizes.
Satisfactory client results are their passion!. .
Farrell, Patel, Jomarron & Lopez, Attorneys at Law
Farrell, Patel, Jomarron & Lopez, Attorneys at Law specializes in litigation services. Wesley J.
Farrell and Ricky K. Patel founded it in 2009, after which it merged with those of Jesmany Jomarron and Mario Elias Lopez, with its headquarters in Miami in Florida..
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