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Suncoast Equity Management, LLC

● SEC registered since 2003CRD 108289SEC# 801-62262Tampa, FL
Export (members)
Reg. AUM
$1.87B
Employees
20
Accounts
810
Location
Tampa, FL

Suncoast Equity Management, LLC assets under management

Suncoast Equity Management, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2003. It reports $1.9 billion in regulatory assets under management and employs 20 people.

Suncoast Equity Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel McNicholPresidentUnder 5%2020
Donald Robert Jowdy ControlManaging MemberOver 75%1997
Elliott Taylor SharpChief Compliance OfficerUnder 5%2014
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Frequently asked questions

How much does Suncoast Equity Management, LLC manage?

Suncoast Equity Management, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Suncoast Equity Management, LLC have?

Suncoast Equity Management, LLC reports 20 employees.

Where is Suncoast Equity Management, LLC located?

Suncoast Equity Management, LLC is based in Tampa, FL and has been SEC-registered since 2003.

Does Suncoast Equity Management, LLC disclose fund performance?

Suncoast Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5550 W Executive Dr, Suite 320, Tampa, FL 33609
Phone(813) 963-0502
Fax(813) 830-6062
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.87B
Non-discretionary$0
Total (RAUM)$1.87B