Las Olas Capital Advisors, Llc
- Regulatory AUM
- $552M
- Discretionary
- $552M
- Clients
- 41
- Avg AUM / client
- $13.5M
- Accounts
- 45
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $1.7M | 0.32% |
| High net worth individuals | 28 | $105M | 19.0% |
| Pooled investment vehicles (non-investment companies) | 7 | $241M | 43.6% |
| Charitable organizations | Fewer than 5 clients | $121K | 0.02% |
| Corporations and other businesses | Fewer than 5 clients | $204M | 37.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $244M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Las Olas Capital Go Green Fund I, Llc | Venture Capital Fund | Florida | $89.0M | 48 |
| Las Olas Capital Real Estate Fund Iv, Lp | Real Estate Fund | Florida | $69.5M | 66 |
| Las Olas Capital Real Estate Fund Iii, Llc | Real Estate Fund | Florida | $38.4M | 59 |
| Las Olas Capital Real Estate Fund Ii, Llc | Real Estate Fund | Florida | $19.8M | 31 |
| Las Olas Capital Real Estate Fund Vi, Llc | Real Estate Fund | Florida | $14.3M | 16 |
| Las Olas Capital Bric Co Invest, Lp | Real Estate Fund | Florida | $8.4M | 17 |
| Las Olas Capital Plantation Co Invest, Lp | Real Estate Fund | Florida | $4.4M | 8 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffreys Tanner, Jodi, Paris | Managing Member | Aug 2015 (11y) | ≈ 37.5% – 75% via Doris Investments Ii, Llc | |
| Paul Corkin Tanner | President, Cco, Cio | Jan 2017 (10y) | ≈ 18.75% – 50% via Doris Investments Ii, Llc | |
| Raymond Nicholas Catone | Chief Operating Officer | Feb 2017 (10y) | Less than 5% | |
| Gregory Carl Drozdow | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Doris Investments Ii, Llc | Member | Nov 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffreys Tanner, Jodi, Paris: 50% – 75% of Doris Investments Ii, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Paul Corkin Tanner: 25% – 50% of Doris Investments Ii, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $244M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Las Olas Capital Go Green Fund I, Llc | Venture Capital Fund | $89.0M | $100K | 48 |
| Las Olas Capital Real Estate Fund Iv, Lp | Real Estate Fund | $69.5M | $100K | 66 |
| Las Olas Capital Real Estate Fund Iii, Llc | Real Estate Fund | $38.4M | $100K | 59 |
| Las Olas Capital Real Estate Fund Ii, Llc | Real Estate Fund | $19.8M | $250K | 31 |
| Las Olas Capital Real Estate Fund Vi, Llc | Real Estate Fund | $14.3M | $100K | 16 |
| Las Olas Capital Bric Co Invest, Lp | Real Estate Fund | $8.4M | $100K | 17 |
| Las Olas Capital Plantation Co Invest, Lp | Real Estate Fund | $4.4M | $100K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $143M (26% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗