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Building 2UCAP AMERICAS

Map pinMIAMI, FL
Phone646-809-3600
NotebookSEC #801-79625
Total AUM
$208.2M
Employees
14
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1221 BRICKELL AVENUE
SUITE 2040
MIAMI
FL 33131
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
646-809-3600

ReceiptFinancials

Total AUM
$208.2M
Accounts
184
Discretionary
$178.7M
Accounts
168
Non-Discretionary
$29.5M
Accounts
16

ContactClients

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Individual Clients
9
AUM
$2.4M
HNW Individual Clients
88
AUM
$62.2M
Corporation or Business Clients
92
AUM
$143.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGAILMSNYPRSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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