Daemon Investment And Asset Management, LLC is a large advisory firm based in Miami. It manages $5.02 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Florida.
Daemon Investment And Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daemon Investment And Asset Management, LLC is $5.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 104% since the beginning of its operation, and $5.02 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Daemon Investment And Asset Management, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Daemon Investment And Asset Management is pooled investment vehicles with 1 clients and $5.02 billion of assets under management. Among the 9 most similar advisory firms, Daemon Investment And Asset Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.02 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Daemon Investment And Asset Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Daemon Investment And Asset Management, LLC performs its advisory services is located at 1111 Brickell Avenue, Suite 2646, Miami, FL 33131 3112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (786) 577-3074. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at daemoninvestments.com/home/.