Driftwood Advisors, Llc
- Regulatory AUM
- $569M
- Discretionary
- $569M
- Clients
- 3
- Avg AUM / client
- $190M
- Accounts
- 3
- Employees
- 52
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $569M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $821M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Driftwood Acquisitions Partners, Lp | Real Estate Fund | Delaware | $613M | 90 |
| Driftwood Development Partners, Lp | Real Estate Fund | Delaware | $126M | 73 |
| Driftwood Lending Partners, Lp | Real Estate Fund | Delaware | $82.7M | 80 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rodriguez Smith, Carlos, Jose | Owner | May 2017 (9y) | ≈ 18.75% – 50% via Driftwood Capital Llc | |
| Rodriguez, Carlos, Jose | Owner | May 2017 (9y) | ≈ 18.75% – 50% via Driftwood Capital Llc | |
| Steiner, David, R | Managing Director, Capital Markets | Jan 2020 (7y) | Less than 5% | |
| Gomez Moller, Jorge, Luis | Chief Legal Officer & General Counsel | Feb 2020 (7y) | Less than 5% | |
| Hodes, Stephen | Chief Accounting Officer | Feb 2020 (7y) | Less than 5% | |
| Navia, Manuel, Alejandro | Chief Commercial Officer | Feb 2020 (7y) | Less than 5% | |
| Wasserman, Glenn Marc | Chief Financial Officer | Nov 2020 (6y) | Less than 5% | |
| Mc Gowan, Nathalie, Feria | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Driftwood Capital Llc | Sole Member | May 2017 | 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):
- Rodriguez Smith, Carlos, Jose: 25% – 50% of Driftwood Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Rodriguez, Carlos, Jose: 25% – 50% of Driftwood Capital 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 (3, $821M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Driftwood Acquisitions Partners, Lp | Real Estate Fund | $613M | $500K | 90 |
| Driftwood Development Partners, Lp | Real Estate Fund | $126M | $500K | 73 |
| Driftwood Lending Partners, Lp | Real Estate Fund | $82.7M | $250K | 80 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1.69 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗