BLUEKEY EQUITY PARTNERS, LLC
Adviser information for BLUEKEY EQUITY PARTNERS, LLC last updated from Form ADV on June 5th, 2023. 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $13.3M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $13.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $13.3M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsINVESTMENT CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-114771 |
|---|---|
| SEC ERA File Number | 801-114771 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300354 |
| Legal Entity Identifier | None |
Principal Office
3878 SHERIDAN STREET, SUITE AHOLLYWOOD
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 754-231-3450, Fax: 954.981.1403
Chief Compliance Officer
AMAURY CIFUENTES
MANAGING MEMBER
3878 SHERIDAN STREET, SUITE A
HOLLYWOOD
FL
United States
Tel:
754-231-3450
Fax:
954.981.1403
A*****@*************M
(Full email address available in API data)
Regulatory Contact
MANNY FADRAGA
MANAGING MEMBER
3878 SHERIDAN STREET, SUITE A
HOLLYWOOD
FL
United States
Tel:
954.986.0633
Fax:
954.981.1403
M*******@*************M
(Full email address available in API data)
Industry Affiliates
| BLUEKEY WEALTH ADVISORS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SANCHEZ-CIFUENTES, AMAURY | Individual | – | MANAGING MEMBER AND CCO | 01/2019 | > 75% |