Suncoast Capital Management
● SEC registered since 2019CRD 304638SEC# 801-117295New Orleans, LA
Reg. AUM
$380M
Employees
4
Accounts
105
Location
New Orleans, LA
Suncoast Capital Management assets under management
Suncoast Capital Management operates as an SEC-registered investment adviser based in New Orleans, LA. The firm has been registered since 2019. It reports $380 million in regulatory assets under management and employs 4 people.
Suncoast Capital Management owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Hawkins Robertson Control | Managing Partner, Chief Compliance Officer | 50-75% | 2019 |
| Chadrick Kennedy Control | Partner | 25-50% | 2026 |
Frequently asked questions
How much does Suncoast Capital Management manage?
Suncoast Capital Management reports $380 million in regulatory assets under management on its Form ADV.
How many employees does Suncoast Capital Management have?
Suncoast Capital Management reports 4 employees.
Where is Suncoast Capital Management located?
Suncoast Capital Management is based in New Orleans, LA and has been SEC-registered since 2019.
Does Suncoast Capital Management disclose fund performance?
Suncoast Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2021 Lakeshore Drive, Suite 200, New Orleans, LA 70122 |
| Phone | (800) 478-6227 |
| Fax | 504-814-9721 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1771072 |
| Discloses disciplinary history | No |
Regulatory AUM
$380MNo change
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$380Mregulatory AUM
Discretionary $0Non-discretionary $380M