{
  "crd_number": 322774,
  "slug": "poolit-fund-management-llc-miami-fl-322774",
  "primary_business_name": "POOLIT FUND MANAGEMENT, LLC",
  "legal_name": "POOLIT FUND MANAGEMENT, LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-09-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2024-09-12",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": null,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linktr.ee/poolit",
    "https://thepoolit.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322774",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774",
  "display_name": "Poolit Fund Management, LLC",
  "summary": "Poolit Fund Management, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 12, 2024.",
  "citation": "AdvisorCensus. Poolit Fund Management, LLC (CRD 322774): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Poolit Fund Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Poolit Fund Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Poolit Fund Management, LLC located?",
      "a": "Poolit Fund Management, LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Poolit Fund Management, LLC registered with the SEC or a state?",
      "a": "Poolit Fund Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322774."
    },
    {
      "q": "How much does Poolit Fund Management, LLC manage?",
      "a": "Poolit Fund Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 12, 2024."
    },
    {
      "q": "How have Poolit Fund Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Poolit Fund Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $0 in the October 2026 data. Total employees: 8 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Poolit Fund Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2)."
    },
    {
      "q": "Does Poolit Fund Management, LLC report any disciplinary disclosures?",
      "a": "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/322774"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 8,
      "filing_date": "2022-08-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 10,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2024-09-12"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322774",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}