S

Suncoast Capital Management

Updated today

Client assets under management

$1,000,000

Clients

1

100% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

$1,000,000

About

Suncoast Capital Management provides discretionary portfolio management services to high‑net‑worth individuals, concentrating its advice primarily on equities and option premium‑selling strategies. The firm documents client objectives in an Investment Policy Statement and generally requires discretionary authority to implement those strategies.

Its investment process combines charting, fundamental, quantitative and technical analysis and includes active trading techniques such as options (including covered and uncovered positions), short sales and margin transactions. Suncoast directs clients to a specific custodian for execution and may rely on broker‑provided research and soft‑dollar benefits when seeking best execution.

Noteworthy among peers, the firm accepts performance‑based advisory arrangements for qualified clients and uses derivatives within separately managed accounts—features that are relatively uncommon in this peer group. It also serves exclusively high‑net‑worth clients and operates with a very small client base while limiting its investment universe largely to equities and option strategies.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

2.00% annually

Performance-based

20.00% of capital appreciation with high-water mark

Other

Account minimum: $1,100,000

Main office location

Suncoast Capital Management

Sarasota FL, United States

Number of offices

1

Most active in

Florida · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Gregory L

Series 63, Series 65

Sarasota, FL

Suncoast Capital Management

Gregory Levinson is a financial advisor at Suncoast Capital Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Suncoast Capital Management since 2024. Levinson also serves as chairman of Genlith Inc., a clean energy holding company, and is a board member and 10% shareholder of Chilean Cobalt Corp. Suncoast Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on equities and option premium selling strategies. The firm combines multiple analytical approaches with active trading tactics and uses derivatives in separately managed accounts, serving a limited client base.

Options & derivatives strategies Active portfolio management
user avatar

Anthony F

Series 63, Series 65

Sarasota, FL

Suncoast Capital Management

Anthony Fusco is a financial advisor at Suncoast Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and is a partner at Blue Horizon Capital, a research firm where he dedicates up to 10 hours per week. His prior experience includes roles at Genlith Inc. and Schooner Investment Group. Suncoast Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on equities and option premium selling strategies. The firm integrates multiple analytical approaches and utilizes active trading tactics, including derivatives, to tailor investment solutions according to each client’s risk tolerance and goals.

Options & derivatives strategies Active portfolio management
user avatar

Pemra L

Series 65

Sarasota, FL

Suncoast Capital Management

Pemra Levinson is a financial advisor at Suncoast Capital Management with one year of industry experience. She holds a Series 65 designation and has been a private investor since 2004. Suncoast Capital Management provides discretionary portfolio management to high-net-worth individuals, focusing on equities and option premium selling strategies. The firm combines multiple analytical approaches and actively implements trading tactics, including the use of derivatives, and serves a limited client base with tailored Investment Policy Statements.

Options & derivatives strategies Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")