Iii Capital Management is an SEC registered investment adviser organized as a partnership with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated April 21, 2026, reports $88.2B in regulatory assets under management, 9 employees, 1 office, and 25 accounts.
Assets Under Management
$88.2B
Employees
9
Offices
1 office
Total Clients
21
Primary office
BOCA RATON, FL
777 YAMATO ROAD, SUITE 300, BOCA RATON, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 76.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
76.2%
16
2
Pension Plans
23.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88.2Bas of April 21, 2026
Discretionary100.0%
$88.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$88.2B
Total Accounts25
10Y AUM Change+$67.1B (+318.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee2:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.