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PALM BEACH CAPITAL MANAGEMENT III, LLC

WEST PALM BEACH, FL · CRD 159611 · IAPD ↗ · pbcap.com · 561-659-9022

$998.8MRegulatory AUM
7Advisory reps
11Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — PALM BEACH CAPITAL MANAGEMENT III, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — PALM BEACH CAPITAL MANAGEMENT III, LLC reported RAUM up 64% ($513.7M -> $841.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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