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Managing Director/chief Investment Officer/ Chief Compliance Officer · Aventura Capital Management, LLC

Daniel T. Cauceglia

CRD 1490736 · Named on Form ADV at one SEC-registered adviser

At a glance

Aventura Capital Management, LLC, an SEC-registered wealth manager based in Boca Raton, FL with $48 million in regulatory assets, lists Daniel T. Cauceglia on its Form ADV as Managing Director/chief Investment Officer/ Chief Compliance Officer, a control person.

Firms and roles

  • Aventura Capital Management, LLCManaging Director/chief Investment Officer/ Chief Compliance OfficerWealth manager · Boca Raton, FL · $48M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.