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Carolina Amaral Perez

POINT BREAK CAPITAL MANAGEMENT LLC·MIAMI, Florida
Unclaimed Profile
3550 BISCAYNE BLVD., MIAMI, FL 33137CRD# 6081820Firm CRD# 164213
01

About

Carolina Amaral Perez is a registered financial advisor based in MIAMI, Florida, affiliated with POINT BREAK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
POINT BREAK CAPITAL MANAGEMENT LLC
POINT BREAK CAPITAL MANAGEMENT LLC
AUM
$1.6B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at POINT BREAK CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Other: SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6081820
Firm CRD# 164213
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolina Amaral Perez offer?
Carolina Amaral Perez specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Carolina Amaral Perez's credentials?
Carolina Amaral Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolina Amaral Perez located?
Carolina Amaral Perez is based in MIAMI, Florida, working with POINT BREAK CAPITAL MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Carolina Amaral Perez charge for services?
Carolina Amaral Perez's firm is compensated through subscription fees, other: see note 1 on schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POINT BREAK CAPITAL MANAGEMENT LLC?
POINT BREAK CAPITAL MANAGEMENT LLC has approximately 11 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POINT BREAK CAPITAL MANAGEMENT LLC

Alexandre José Da Costa Pérez
MIAMI, FL
Gabriel Crestian Cunha
MIAMI, FL

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