DARWIN ASSET MANAGEMENT, LLC
Adviser information for DARWIN ASSET MANAGEMENT, LLC last updated from Form ADV on September 22nd, 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 | JULY |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 5 | $1.0B |
| Total | 5 | $1.0B |
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 | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 5 | $1.0B |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Publication of periodicals or newslettersEducational seminars/workshopsSUB-ADVISORY SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
4601 WEST NORTH A STREETTAMPA
FL
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 813-579-4074, Fax: 813-354-3688
Websites
Chief Compliance Officer
MICHAEL SORRENTINO
MANAGING PARTNER
4601 WEST NORTH A STREET
4601
TAMPA
FL
United States
Tel:
727-483-7379
Fax:
813-354-3688
M*****************@*******************M
(Full email address available in API data)
Industry Affiliates
| DARWIN WEALTH MANAGEMENT | Other investment adviser, including financial plannersPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DARWIN PARTNERS, LLC | Domestic Entity | – | MANAGING MEMBER | 07/2020 | > 75% |
| SORRENTINO, MICHAEL, THOMAS | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |
| MRM EQUITY GROUP HOLDINGS, LLC | Domestic Entity | DARWIN PARTNERS, LLC | MEMBER | 02/2020 | > 75% |
| KRUEGER, MATTHEW, A | Individual | – | CHIEF RISK OFFICER | 10/2022 | < 5% |
| SORRENTINO, MICHAEL, THOMAS | Individual | MRM EQUITY GROUP HOLDINGS, LLC | MANAGING MEMBER | 02/2020 | 25-50% |
| BARTOLOTTA, MICHAEL, SEBASTIAN | Individual | MRM EQUITY GROUP HOLDINGS, LLC | MANAGING MEMBER | 02/2020 | 25-50% |
| BARTOLOTTA, JEREMY | Individual | MRM EQUITY GROUP HOLDINGS, LLC | MANAGING MEMBER | 02/2020 | 25-50% |