Suncoast Capital Management, Llc
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ADV data as of Sep 22, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 1
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Brian Fusco | Registered representative | Jul 2024 (2y) | ||
| Gregory Robert Levinson | Registered representative | Jul 2024 (2y) | ||
| Pemra H Levinson | Registered representative | Jul 2024 (2y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 989 KB | 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
- • Other fees
- • AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for investment companies
Custody
Reported custodians
- Interactive Brokers $1.0M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Sep 22, 2026.
View current Form ADV (SEC/IAPD) ↗