SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP

SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP of MIAMI, FL is an SEC-registered investment adviser (CRD 312551). Regulatory assets under management: $340K.

Registration

• CRD: 312551
• Type: Registered investment adviser
• Location: 701 BRICKELL AVENUE, MIAMI, FL, 33131
• Phone: 3057285389
• Latest filing: 2026-01-06
• Regulatory AUM: $340K
• Discretionary AUM: $340K
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312551 on SEC IAPD (source of record)
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