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The Investment Advisory Office of Christopher Mikes
Christopher Mikes, P.A. is an SEC-registered investment adviser in Bonita Springs, FL. The firm has 1 employee and 1 investment adviser. It is based in Bonita...
The Investment Advisory Office of Christopher Mikes
Christopher Mikes, P.A. is an SEC-registered investment adviser in Bonita Springs, FL. The firm has 1 employee and 1 investment adviser. It is based in Bonita Springs.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Bonita Springs
Corporate office
Palm Beach Gardens, FL, United States
Principals
Christopher Mikes
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at The Investment Advisory Office of Christopher Mikes?
Christopher Mikes is the principal and investment advisor. As an SEC-registered RIA, he exercises discretionary authority over client portfolios, subject to each client's investment policy statement (per SEC ADV filing).
How does the firm source investment opportunities?
The firm uses a multi-custodian platform to implement asset allocation across publicly traded securities and alternative investments. For private credit and real estate exposure, it may utilize interval funds, REITs, or partnership structures available through institutional custodians.
Is the firm structured as a single family office or an RIA?
The Investment Advisory Office of Christopher Mikes, P.A. is an SEC-registered investment adviser (RIA), not a family office. It provides fiduciary financial advice to multiple high-net-worth clients — a distinction that imposes different regulatory requirements.
Does the firm participate in fund commitments or only direct deals?
Based on its ADV filings, the firm primarily allocates client capital to pooled investment vehicles — mutual funds, ETFs, and alternative investment funds — rather than direct company investments. The firm does not appear to manage any proprietary funds.
What investment stages does the firm typically target?
The firm does not publicize a specific stage bias. Its allocation to alternative investments generally targets liquid or semi-liquid vehicles rather than early-stage venture or illiquid private equity commitments.
Where does the underlying wealth come from?
The source of wealth for the firm's clients is not disclosed publicly. As a multi-client RIA, the firm does not serve a single family or fortune.
Does the firm maintain philanthropic structures?
No philanthropic or charitable vehicles are disclosed in SEC records or public sources. The firm's operations appear limited to wealth management and investment advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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