AdvisorRanked
95
Clean

PARE PARTNERS II LLC

1450 BRICKELL AVENUE, MIAMI, FL 33131
Fiduciaryfee-onlySEC Registered
786-866-8010 www.linkedin.com/company/peninsula-investments-group?originalSubdomain=uy CRD #327575
$210M
Assets Managed
3
Clients
20
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 3 years.

Firm Details

Legal NamePARE PARTNERS II LLC
CRD Number#327575
SEC RegisteredYes
Registration Date2023-08-07
States RegisteredFL
Assets Under Management$210M
Number of Clients3
Employees20
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is PARE PARTNERS II LLC a fiduciary?

Yes. PARE PARTNERS II LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PARE PARTNERS II LLC charge clients?

PARE PARTNERS II LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PARE PARTNERS II LLC have any complaints?

No. PARE PARTNERS II LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 3 years of operation.

How does PARE PARTNERS II LLC compare to other advisors in MIAMI?

PARE PARTNERS II LLC has a Red Flag Score of 95/100. There are 208 registered advisory firms in MIAMI. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.