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III CAPITAL MANAGEMENT

BOCA RATON, FL · CRD 113539 · IAPD ↗ · iiicm.com · 561-544-4600

$88.24BRegulatory AUM
9Advisory reps
9Employees
0Clients
0Planning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — III CAPITAL MANAGEMENT reported RAUM up 115% ($39.51B -> $85.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
September 2024 — III CAPITAL MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.