Karasel Asset Management, LLC (Boca Raton)

Name: Karasel Asset Management, LLC
Address: 2385 Executive Center Drive, Suite 190, Boca Raton, FL, 33431
Telephone: 561-989-9042

Karasel Asset Management, LLC is a large advisory firm based in Boca Raton. It manages $53.97 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

Karasel Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Karasel Asset Management: assets under management

The assets under management (AUM) of Karasel Asset Management, LLC is $53.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $53.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Karasel Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Karasel Asset Management, LLC performs its advisory services is located at 2385 Executive Center Drive, Suite 190, Boca Raton, FL 33431, which is also the mailing address of the firm. An additional office of the firm is in Delray Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-989-9042 or by fax 561-988-7175. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.karasellp.com.

Karasel Asset Management, LLC (Boca Raton)

Karasel Asset Management: assets under management

Fees & Commissions

Based in Boca Raton

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