ALLARIA ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$180M

Discretionary

$108M

60% of AUM

Avg account

$9.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 287513
Registered since: May 13, 2022
Website: allariasecurities.com
Custodians: INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC., PERSHING LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses97.95%
Individuals2.05%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allaria Asset Management, LLC is a limited liability company that registered with the SEC in 2022 and describes its primary activity as portfolio management for both institutional entities and private clients. The firm reports serving institutional clients while also providing portfolio management for individuals and small businesses as well as for other businesses or institutions. Ownership is listed as a mix of a domestic entity and an individual, and the firm maintains an affiliation with a broker‑dealer. Allaria uses a multi‑component fee model that can include a percentage of assets under management, hourly charges, fixed fees, and performance‑based fees. It does not self‑identify as an active ESG investor and is not flagged as a capital allocator or pension consultant in available filings.