Powell Investment Advisors is a fund manager in Miami with $456.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-74420
FINRA CRD number
160333
AUM ?
$456.11 mm
(as of 18 Apr 22)
Accounts
267
(as of 18 Apr 22)
Employees
2
(2 investment advisory or research)
Address
Powell Investment Advisors
3225 AVIATION AVE, SUITE 502
MIAMI
FL 33133
3225 AVIATION AVE, SUITE 502
MIAMI
FL 33133
Phone
786-470-3480
Brochures
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| Powell Investment Advisors, LLC | $456.11 mm | |
| Cef Total Return Opportunity Fund, LP | $29.98 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
13 Oct 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 21
13F-HR
Quarterly holdings report by institutional manager
14 Apr 21
13F-HR
Quarterly holdings report by institutional manager
14 Jan 21
13F-HR
Quarterly holdings report by institutional manager
7 Oct 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20