Aliya Capital Partners LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 305988
- Registered since
- January 6, 2021
- Website
- aliyacapitalpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds47%
- US Government Bonds27%
- Exchange Traded Equities8%
- Non-Investment Grade Corp Bonds7%
- Investment Grade Corp Bonds6%
Owners & executives
1 of 1
Ross Kestin
CEO & Founding PartnerCRD 6526208
Contacts
3 of 10
Guilherme Medrano
DirectorCRD 7210406

Fernanda Oliveira
Director of Business DevelopmentCRD 6854919

Jessica Diaz
Director, Investor RelationsCRD 6923423
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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