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Seminole Advisory Services, LLC

● SEC registered since 2009CRD 148975SEC# 801-69775Bellair Bluffs, FL
Export (members)
Ranks #4,625 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$227.2M
Fund GAV
$227.2M
Private funds
1
Employees
4
Accounts
1
Location
Bellair Bluffs, FL

Seminole Advisory Services, LLC assets under management

Seminole Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Bellair Bluffs, FL. The firm has been registered since 2009. It reports $227.2 million in regulatory assets under management and employs 4 people. Seminole Advisory Services, LLC manages 1 private fund with combined gross assets of $227.2 million, including Seminole Mortgage Trust. By regulatory assets, it ranks 4,625 of 5,911 private fund managers.

Seminole Advisory Services, LLC private funds

1 funds · $227.2M GAV
FundTypeGross assetsMin.
Seminole Mortgage TrustReal Estate$227.2M

Seminole Advisory Services, LLC owners & executives

11 reported
NameTitleOwnershipSince
Christopher Gerard Diaz ControlManager And Co-Chief Executive OfficerUnder 5%2019
Kristopher Adams Dunlop ControlChief Financial Officer, Treasurer, Secretary And Chief Compliance OfficerUnder 5%2019
Robert Joseph Banks ControlManager And Chairman Of The BoardUnder 5%2012
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Frequently asked questions

How much does Seminole Advisory Services, LLC manage?

Seminole Advisory Services, LLC reports $227.2 million in regulatory assets under management on its Form ADV.

How many private funds does Seminole Advisory Services, LLC manage?

Seminole Advisory Services, LLC manages 1 private funds with combined gross assets of $227.2 million.

How many employees does Seminole Advisory Services, LLC have?

Seminole Advisory Services, LLC reports 4 employees.

Where is Seminole Advisory Services, LLC located?

Seminole Advisory Services, LLC is based in Bellair Bluffs, FL and has been SEC-registered since 2009.

Does Seminole Advisory Services, LLC disclose fund performance?

Seminole Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address455 North Indian Rocks Road, Suite B, Bellair Bluffs, FL 33770-2011
Phone727-331-8444
Fax727-331-8484
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$227.2M
Non-discretionary$0
Total (RAUM)$227.2M