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Azalea Management Iii, LLC (Greenville)


Azalea Management Iii, LLC is an adviser based in Greenville. It manages $95 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of South Carolina.

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Azalea Management Iii provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Azalea Management Iii: assets under management

The assets under management (AUM) of Azalea Management Iii, LLC is $95 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Azalea Management Iii, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenville

The principal office where Azalea Management Iii, LLC performs its advisory services is located at 55 Beattie Place, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-235-0201 or by fax 864-235-1155. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at azaleacapital.com.


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