Aliya Capital Partners LLC

RIASEC RegisteredEst. 2021
Total AUM
$5.3B
Discretionary
$5.3B
99% of AUM
Avg account
$24.6M
Accounts
217
Employees
18
Advisory reps
11

Firm details

Headquarters
Miami, Florida
CRD number
305988
Registered since
January 6, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.09%
  • HNWI2.91%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aliya Capital Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC and established as a capital allocator. The firm serves both individuals/families and institutional clients and provides financial planning alongside portfolio management for individual accounts and pooled investment vehicles. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Aliya is active as a sponsor/GP and a broker-dealer affiliate in the industry, which aligns with its role advising and managing pooled vehicles. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. It began SEC registration in 2021 and operates under a structure that combines advisory services with fund sponsorship and third‑party alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 47%, US Government Bonds 27%, Exchange Traded Equities 8%, Non-Investment Grade Corp Bonds 7%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 3%, Sovereign Bonds 2%, Derivatives 1%47%
  • Private Funds47%
  • US Government Bonds27%
  • Exchange Traded Equities8%
  • Non-Investment Grade Corp Bonds7%
  • Investment Grade Corp Bonds6%

Owners & executives

1 of 1
  • Ross Kestin

    Ross Kestin

    CEO & Founding PartnerCRD 6526208

Contacts

3 of 10
  • Guilherme Medrano

    Guilherme Medrano

    DirectorCRD 7210406

  • Fernanda Oliveira

    Fernanda Oliveira

    Director of Business DevelopmentCRD 6854919

  • Jessica Diaz

    Jessica Diaz

    Director, Investor RelationsCRD 6923423

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth