III CAPITAL MANAGEMENT
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$85,069,518,850
115% change vs. 1 year ago
49% change vs. 3 years ago
15% change vs. 5 years ago
422% change vs. 10 years ago
Employee Count
9
12% change vs. 1 year ago
-18% change vs. 3 years ago
0% change vs. 5 years ago
-18% change vs. 10 years ago
Main Office
BOCA RATON, FL
777 YAMATO ROAD, BOCA RATON, FL, UNITED STATES, 33431
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $85.1 |
| Non-Discretionary | $0.0 |
| Total | $85.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $55.3 |
| Institutional | $29.8 |
| Total | $85.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON CAPITAL MARKETS, LLC | NEW YORK-NY-USA | $8.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $29.8 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $29.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 19% | $5.7 |
| Municipal | 0% | $0.0 |
| Sovereign | 5% | $1.5 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 30% | $8.9 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 46% | $13.7 |
| Total | 100% | $29.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| III ABSOLUTE RETURN MM LLC | $0.0 | - | |
| III VOLGA GP LLC | $0.0 | - | |
| III CRE BRIDGE LOAN GP 1 LLC | $0.0 | - | |
| AVM, L.P. | $0.0 | broker-dealer | 16710 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
22 active
| Name | Title |
|---|---|
| WYLER, SCOTT, LAWRENCE | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER, SHAREHOLDER/OWNER |
| PRINTZ, ROBERT, ANDREW | SHAREHOLDER/OWNER, PRESIDENT |
| COYLE, LESTER, NOEL | OWNER/SHAREHOLDER |
| OLOFSSON, THOMAS, ROLF | SHAREHOLDER/OWNER |
| ANUAR, YELENA, NMN | CHIEF FINANCIAL OFFICER, SHAREHOLDER/OWNER |
| HANSEN, KAREN, MARIE | GENERAL COUNSEL, SHAREHOLDER/OWNER |
| PREST, JASON, NMN | MANAGER |
| PELLEGRINO, CHRISTIAN, MINASSIAN | SHAREHOLDER/OWNER |
| VINER, CLIFFORD, GEORGE | MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $85.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $85.1 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $39.5 | $45.6 | 115% | 8 | 1 | 12% |
| 2023-04-04 | $33.3 | $51.8 | 156% | 11 | -2 | -18% |
| 2022-04-01 | $57.1 | $28.0 | 49% | 11 | -2 | -18% |
| 2021-04-05 | $29.7 | $55.4 | 187% | 9 | 0 | 0% |
| 2020-04-01 | $73.7 | $11.3 | 15% | 9 | 0 | 0% |
| 2019-04-01 | $41.9 | $43.2 | 103% | 11 | -2 | -18% |
| 2018-04-02 | $48.3 | $36.7 | 76% | 12 | -3 | -25% |
| 2017-04-01 | $21.1 | $64.0 | 303% | 11 | -2 | -18% |
| 2016-04-01 | $24.5 | $60.5 | 247% | 11 | -2 | -18% |
| 2015-04-01 | $16.3 | $68.8 | 422% | 11 | -2 | -18% |
| 2014-04-01 | $17.8 | $67.3 | 377% | 11 | -2 | -18% |
| 2013-04-01 | $11.4 | $73.7 | 649% | 10 | -1 | -10% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-09/12/2016 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV