ALTHUM ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 315952
- Registered since
- October 22, 2021
- Custodians
- J.P. MORGAN SECURITIES INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other62.05%
- HNWI37.81%
- Individuals0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Althum Advisors LLC is an SEC-registered investment adviser (registration year 2021) that serves high-net-worth individuals and families. The firm functions as a capital allocator and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also performs selection of other advisers, indicating a model that blends direct portfolio management with access to third-party managers. Fee arrangements include both percentage-of-AUM charges and fixed fees. The firm does not identify as an active ESG investor.
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%
- Exchange Traded Equities44%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1RAFAEL ISOLA DE IZCUE
Chief Investment OfficerCRD 5839852
Contacts
3 of 9Mario Mujica Saco Vertiz
Associate AdvisorCRD 7993214
Valeria Alvarado Arce
Associate AdvisorCRD 7735977
Aldo Oyadomari
Client AdvisorCRD 7892053
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
- 1441 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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