PALM BEACH CAPITAL MANAGEMENT III, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $998.8M |
| Discretionary | $998.8M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $71.3M |
| Employees | 11 |
| Peak AUM | $998.8MMar 2026 |
| AUM CAGR | +13.7% /yrover 14 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $999M | +6.8% | +24.8% | +14.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $998.8M |
| Discretionary | $998.8M |
| Employees | 11 |
| Client Accounts | 14 |
Contact & Location
Address
525 SOUTH FLAGLER DRIVE
WEST PALM BEACH FL 33401
Phone
561-659-9022
Filing History
20 ADV Part 1 submissions
Fee Structure
Performance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$999M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm