Trafalgar Capital Advisors Inc. (Aventura)

Name: Trafalgar Capital Advisors Inc.
Address: 19950 W Country Club Dr, Aventura, FL, 33180
Telephone: 786-323-1650

Trafalgar Capital Advisors Inc. is a large advisory firm based in Aventura. It manages $265.58 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Trafalgar Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trafalgar Capital Advisors: assets under management

The assets under management (AUM) of Trafalgar Capital Advisors Inc. is $265.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $265.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.58 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trafalgar Capital Advisors Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trafalgar Capital Advisors Inc.

Robert Darryl Press has been acting as President since 1 Jan 2012. Lp Phoenix Family joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donna Marie Silverman	Managing director/portfolio manager/chief compliance officer	1 Apr 2010	Other	1252024
Lp Phoenix Family	Owner	1 Jun 2011	75% - 100%	45-2532246
Robert Darryl Press	Director	1 Jan 2012	75% - 100%	1293503

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Phoenix Management	General partner	1 Jun 2011	Other	45-2531374
Robert Darryl Press	Owner/managing member & trustee, respectively	1 Jun 2011	75% - 100%	1293503

Based in Aventura

The principal office where Trafalgar Capital Advisors Inc. performs its advisory services is located at 19950 W Country Club Dr, Aventura, FL 33180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786-323-1650 or by fax 786-323-1651. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tcaglobalfund.com/.