Managing Member · Palm Peak Capital, LLC
Daniel M. Florian
CRD 8047595 · Named on Form ADV at one SEC-registered adviser
At a glance
Palm Peak Capital, LLC, an SEC-registered private fund adviser based in Boca Raton, FL with $401 million in regulatory assets, lists Daniel M. Florian on its Form ADV as Managing Member, a control person.
Firms and roles
- Palm Peak Capital, LLCManaging MemberPrivate fund adviser · Boca Raton, FL · $401M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark S. LiffManaging Member, Palm Peak Capital, LLC
- Jeremy D. StoneManaging Member, Palm Peak Capital, LLC
- Melanie J. PapatestasChief Financial Officer / Chief Compliance Officer, Palm Peak Capital, LLC
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.