PALM BEACH CAPITAL MANAGEMENT III, LLC
CRD #159611 SEC #801-73453 WEST PALM BEACH, FL 561-659-9022
SEC Registered Private Funds
Total AUM
$935.1M
Discretionary
$935.1M
Employees
11
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $935.1M | $935.1M | $0 | 11 | 0 |
| Mar 2024 | $841.1M | $841.1M | $0 | 8 | 0 |
| Mar 2023 | $513.7M | $513.7M | $0 | 8 | 0 |
| Mar 2022 | $577.8M | $577.8M | $0 | 8 | 0 |
| Dec 2021 | $500.3M | $500.3M | $0 | 8 | 0 |
| Mar 2021 | $500.3M | $500.3M | $0 | 8 | 0 |
| Jun 2020 | $427.1M | $427.1M | $0 | 8 | 0 |
| Mar 2020 | $360M | $360M | $0 | 8 | 0 |
| Mar 2019 | $289.8M | $289.8M | $0 | 8 | 9 |
| Jan 2019 | $289.8M | $289.8M | $0 | 8 | 9 |
| Mar 2018 | $289.8M | $289.8M | $0 | 8 | 9 |
| Mar 2017 | $200.7M | $200.7M | $0 | 9 | 1 |
| Mar 2016 | $195.1M | $195.1M | $0 | 8 | 1 |
| Jul 2015 | $207.7M | $207.7M | $0 | 8 | 1 |
| Mar 2015 | $207.7M | $207.7M | $0 | 8 | 1 |
| Mar 2014 | $239.5M | $239.5M | $0 | 8 | 1 |
| Mar 2013 | $234.2M | $234.2M | $0 | 8 | 1 |
| Feb 2012 | $164M | $164M | $0 | -- | 1 |
DateMar 2025
Total AUM$935.1M
Discretionary$935.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$513.7M
Discretionary$513.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$577.8M
Discretionary$577.8M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$500.3M
Discretionary$500.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$427.1M
Discretionary$427.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees8
Clients9
DateJan 2019
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees8
Clients9
DateMar 2018
Total AUM$289.8M
Discretionary$289.8M
Non-Disc.$0
Employees8
Clients9
DateMar 2017
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees8
Clients1
DateJul 2015
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2015
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2014
Total AUM$239.5M
Discretionary$239.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2013
Total AUM$234.2M
Discretionary$234.2M
Non-Disc.$0
Employees8
Clients1
DateFeb 2012
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees--
Clients1