LAS OLAS CAPITAL ADVISORS, LLC
Adviser information for LAS OLAS CAPITAL ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 33 | $373.8M |
| Non-Discretionary | 0 | $0 |
| Total | 33 | $373.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $1.1M |
| HNW Individuals | 27 | $89.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $243.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $39.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)CORPORATE ADVISING; INVESTMENT BANKING ADVICE; NON-TRANSACTIONAL ADVICE |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 130.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LAS OLAS CAPITAL ADVISORS WRAP PROGRAM | LAS OLAS CAPITAL ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-100492 |
|---|---|
| SEC ERA File Number | 801-100492 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 175077 |
| Legal Entity Identifier | None |
Principal Office
888 EAST LAS OLAS BLVDSUITE 200
FORT LAUDERDALE
FL
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 954-289-4692, Fax: 954-252-2262
Chief Compliance Officer
PAUL C. TANNER
CO-FOUNDER & PRESIDENT
888 EAST LAS OLAS BLVD
SUITE 200
FT.LAUDERDALE
FL
United States
Tel:
954-289-4692
Fax:
954-252-2262
P**********@*************M
(Full email address available in API data)
Regulatory Contact
RAYMOND CATONE
CHIEF OPERATING OFFICER
888 EAST LAS OLAS BLVD
SUITE 200
FT. LAUDERDALE
FL
United States
Tel:
954-289-4690
Fax:
954-252-2262
R*********@*************M
(Full email address available in API data)
Industry Affiliates
| LAS OLAS CAPITAL - REAL ESTATE FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LAS OLAS CAPITAL - REAL ESTATE FUND VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| LAS OLAS CAPITAL -GO GREEN FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| LAS OLAS CAPITAL PARTNERS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PAUL C. TANNER | Sponsor, GP, manager of pooled investment vehicles |
| RAY N. CATONE | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LAS OLAS CAPITAL - BRIC CO-INVEST, LP | Real Estate Fund | $8.4M | $0.1M | 17 |
| LAS OLAS CAPITAL - GO GREEN FUND I, LLC | Venture Capital Fund | $89.0M | $0.1M | 48 |
| LAS OLAS CAPITAL - PLANTATION CO-INVEST, LP | Real Estate Fund | $4.4M | $0.1M | 8 |
| LAS OLAS CAPITAL - REAL ESTATE FUND II, LLC | Real Estate Fund | $19.8M | $0.3M | 31 |
| LAS OLAS CAPITAL - REAL ESTATE FUND III, LLC | Real Estate Fund | $38.4M | $0.1M | 59 |
| LAS OLAS CAPITAL - REAL ESTATE FUND IV, LP | Real Estate Fund | $69.5M | $0.1M | 66 |
| LAS OLAS CAPITAL - REAL ESTATE FUND VI, LLC | Real Estate Fund | $14.3M | $0.1M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JEFFREYS TANNER, JODI, PARIS | Individual | DORIS INVESTMENTS II, LLC | MANAGING MEMBER | 08/2015 | 50-75% |
| TANNER, PAUL, CORKIN | Individual | – | PRESIDENT, CCO, CIO | 01/2017 | < 5% |
| CATONE, RAYMOND, NICHOLAS | Individual | – | CHIEF OPERATING OFFICER | 02/2017 | < 5% |
| TANNER, PAUL, CORKIN | Individual | DORIS INVESTMENTS II, LLC | MEMBER | 11/2020 | 25-50% |
| DORIS INVESTMENTS II, LLC | Domestic Entity | – | MEMBER | 11/2020 | > 75% |