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Andreeff Equity Advisors, LLC (Santa Rosa Beach)


Andreeff Equity Advisors, LLC is a large advisory firm based in Santa Rosa Beach. It manages $284.19 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida and Louisiana.

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Andreeff Equity Advisors 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.

Andreeff Equity Advisors: assets under management

The assets under management (AUM) of Andreeff Equity Advisors, LLC is $284.19 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $284.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.6 million each.
Andreeff Equity Advisors has custody of $33.19 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Andreeff Equity Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Dane Andreeff President 1 Jan 2009 75% - 100% 4453562

Based in Santa Rosa Beach

The principal office where Andreeff Equity Advisors, LLC performs its advisory services is located at 140 E. St. Lucia Lane, Santa Rosa Beach, FL 32459, 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 850-622-3353 or by fax 225-344-8212. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mapleleaffunds.com.


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