| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Phase3 Global Rates Fund LLC | Hedge | $247M | $1M |
| Phase3 Master Fund LLC | Hedge | $20.8M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Matthew White Control | Chief Financial Officer / Chief Compliance Officer | Under 5% | 2019 |
| Ethan Scott Youderian Control | Founder, Chief Investment Officer, And Chief Executive Officer | Under 5% | 2018 |
| Karim Said Alwan Control | Portfolio Manager, And Founding Principal | Under 5% | 2018 |
Phase 3 Capital Management LLC reports $2.8 billion in regulatory assets under management on its Form ADV.
Phase 3 Capital Management LLC manages 2 private funds with combined gross assets of $267.8 million.
Phase 3 Capital Management LLC reports 9 employees.
Phase 3 Capital Management LLC is based in Boca Raton, FL and has been SEC-registered since 2018.
Phase 3 Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6501 Congress Avenue, Suite 220, Boca Raton, FL 33487 |
| Phone | 312-858-3800 |
| Office hours | 08:00 a.m. - 05:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.8B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.8B |