Fitness Capital Partners Gp LLC (Palm Beach)


Fitness Capital Partners Gp LLC is a large advisory firm based in Palm Beach. It manages $183.78 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Fitness Capital Partners Gp 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.

Fitness Capital Partners Gp: assets under management

The assets under management (AUM) of Fitness Capital Partners Gp LLC is $183.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9189236200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $183.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.78 million each.
Fitness Capital Partners Gp has custody of $183.78 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fitness Capital Partners Gp LLC for their services and products based on 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.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark William Bruce Harms Member 1 Apr 2004 75% - 100% 1731456
Lindsay Negreann Harms Member 1 Apr 2004 75% - 100% 4927467
Global Leisure Partners Llp Member 1 Nov 2005 75% - 100% 20-2559808
Mark H Bradley Member 1 Aug 2011 25% - 50% 1996158
Gordon Gore Dean Member 1 Aug 2011 25% - 50% 1564226
Nicholas Dejongh Osborne Member 1 Apr 2012 25% - 50% 2095358
Global Leisure Capital Partners Llc Member 1 Feb 2014 75% - 100% 20-4002214
Dean Bradley Osborne Llc Member 1 Feb 2014 75% - 100% 45-3020767

Based in Palm Beach

The principal office where Fitness Capital Partners Gp LLC performs its advisory services is located at 525 Okeechobee Blvd, Palm Beach, FL 33401 The mailing address of the firm is One Embarcadero Center, San Francisco, CA 94111. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-228-5381. The normal business hours are 9am - 5pm on Monday - Friday.