# Palm Beach Capital Management III, LLC

> Palm Beach Capital Management III, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 159611
- Filed as: PALM BEACH CAPITAL MANAGEMENT III, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159611
- AdvisorCensus page: https://advisorcensus.com/firm/palm-beach-capital-management-iii-llc-west-palm-beach-fl-159611

## Quick answers

**How is Palm Beach Capital Management III, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palm Beach Capital Management III, LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palm Beach Capital Management III, LLC located?**
Palm Beach Capital Management III, LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Palm Beach Capital Management III, LLC registered with the SEC or a state?**
Palm Beach Capital Management III, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159611.

**How much does Palm Beach Capital Management III, LLC manage?**
Palm Beach Capital Management III, LLC reports $998,820,588 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Palm Beach Capital Management III, LLC's assets and staff changed since 2021?**
In the Form ADV data for Palm Beach Capital Management III, LLC: Regulatory assets under management: $500,280,000 in the October 2021 data and $998,820,588 in the October 2026 data, up 100%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palm Beach Capital Management III, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does Palm Beach Capital Management III, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159611

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $998,820,588
- Discretionary: $998,820,588
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $998,820,588 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pbcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $500,280,000 | 8 | March 25, 2021 |
| October 2022 | $577,834,000 | 8 | March 31, 2022 |
| October 2023 | $513,736,806 | 8 | March 29, 2023 |
| October 2024 | $841,068,145 | 8 | March 28, 2024 |
| October 2025 | $935,137,579 | 11 | March 28, 2025 |
| October 2026 | $998,820,588 | 11 | March 27, 2026 |

Regulatory assets under management: $500,280,000 in the October 2021 data and $998,820,588 in the October 2026 data, up 100%.
Total employees: 8 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palm Beach Capital Management III, LLC (CRD 159611): Form ADV filing data as of October 2026.