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Naples Global Advisors LLC

● SEC registered since 2011CRD 158544SEC# 801-72600Naples, FL
Export (members)
Reg. AUM
$1.65B
Employees
18
Accounts
1,688
Location
Naples, FL

Naples Global Advisors LLC assets under management

Naples Global Advisors LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2011. It reports $1.7 billion in regulatory assets under management and employs 18 people.
www.verobeachglobaladvisors.comView on SEC.gov ↗

Naples Global Advisors LLC owners & executives

9 reported
NameTitleOwnershipSince
Grzegorz Stefan DebskiFirm Principal10-25%2020
Isaac Earl William CodreyFirm Principal10-25%2020
Joel Francis MartineauTrustee, Liberty Trust5-10%2017
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Frequently asked questions

How much does Naples Global Advisors LLC manage?

Naples Global Advisors LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Naples Global Advisors LLC have?

Naples Global Advisors LLC reports 18 employees.

Where is Naples Global Advisors LLC located?

Naples Global Advisors LLC is based in Naples, FL and has been SEC-registered since 2011.

Does Naples Global Advisors LLC disclose fund performance?

Naples Global Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address720 5th Avenue South, Ste. 200, Naples, FL 34102
Phone239-776-7900
Fax239-776-7909
Office hours5-Aug
SEC regionMiami Regional Office (MIRO)
CIK1582151
Discloses disciplinary historyNo

Assets under management

Discretionary$1.61B
Non-discretionary$48.7M
Total (RAUM)$1.65B