PHASE 3 CAPITAL MANAGEMENT LLC

PHASE 3 CAPITAL MANAGEMENT LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 294408). Regulatory assets under management: $2.5B.

Registration

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Investment cos.

Officers, owners & control persons (8)

NameRoleLocation
Ethan Scott YouderianFOUNDER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER; LIMITED PARTNER—
Shane Bradley HooverPORTFOLIO MANAGER AND FOUNDING PRINCIPAL—
Karim Said AlwanPORTFOLIO MANAGER, AND FOUNDING PRINCIPAL—
Eric Matthew WhiteCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER—
WHITE CHARLES MATTHEWCHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER—
YOUDERIAN ETHAN SCOTTFOUNDER, CHIEF INVESTMENT OFFICER, AND CHIEF EXECUTIVE OFFICER; LIMITED PARTNER—
HOOVER SHANE BRADLEYPORTFOLIO MANAGER AND FOUNDING PRINCIPAL—
ALWAN KARIM SAIDPORTFOLIO MANAGER, AND FOUNDING PRINCIPAL; PORTFOLIO MANAGER, FOUNDING PRINCIPAL, AND CHIEF COMPLIANCE OFFICER—

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