Powell Investment Advisors is a fund manager in Miami with $456.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-74420
FINRA CRD number
160333
AUM ?
$517.95 mm
(as of 20 Feb 24)
Accounts
311
(as of 20 Feb 24)
Employees
2
(2 investment advisory or research)
Address
Powell Investment Advisors
3225 AVIATION AVE, SUITE 502
MIAMI
FL 33133
3225 AVIATION AVE, SUITE 502
MIAMI
FL 33133
Phone
786-470-3480
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Powell Investment Advisors, LLC | $456.11 mm | |
Cef Total Return Opportunity Fund, LP | $29.98 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
16 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21