PHASE 3 CAPITAL MANAGEMENT LLC
CRD #294408 SEC #801-113155 BOCA RATON, FL 312-858-3800
SEC Registered Private Funds
Total AUM
$2.8B
Discretionary
$2.8B
Employees
9
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.8B | $2.8B | $0 | 9 | 0 |
| Mar 2025 | $2.8B | $2.8B | $0 | 9 | 0 |
| Nov 2024 | $1.3B | $1.3B | $0 | 8 | 0 |
| Oct 2024 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 8 | 0 |
| Mar 2023 | $1B | $1B | $0 | 7 | 0 |
| Mar 2022 | $1.6B | $1.6B | $0 | 7 | 0 |
| Oct 2021 | $1B | $1B | $0 | 5 | 0 |
| Jul 2021 | $1B | $1B | $0 | 5 | 0 |
| Mar 2021 | $1B | $1B | $0 | 5 | 0 |
| Mar 2020 | $2.1B | $2.1B | $0 | 6 | 0 |
| Oct 2019 | $900.2M | $900.2M | $0 | 6 | 0 |
| Jul 2019 | $900.2M | $900.2M | $0 | 6 | 0 |
| Mar 2019 | $900.2M | $900.2M | $0 | 5 | 0 |
| Jul 2018 | $118.9M | $118.9M | $0 | 3 | 0 |
DateApr 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$900.2M
Discretionary$900.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$900.2M
Discretionary$900.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$900.2M
Discretionary$900.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees3
Clients0