Lafise Global Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$699M
Discretionary
$699M
100% of AUM
Avg account
$69.9M
Accounts
10
Employees
3
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
331244
Registered since
May 21, 2024
Custodians
STONEX SECURITIES INC., INTERACTIVE BROKERS LLC, PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions89.79%
  • Insurance Companies9.94%
  • HNWI0.27%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lafise Global Advisors LLC is a limited liability company that registered with the SEC in 2024 and operates as a capital allocator. The firm charges fees as a percentage of assets under management and concentrates on advisory work that includes portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection of third-party advisers. It does not position itself as an active ESG investor and is not registered as a multi-state adviser. Regulatory filings list relationships or affiliations across broker-dealer, other investment adviser, banking or thrift institution, trust company, and real estate broker activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 49%, US Government Bonds 30%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 9%, Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%49%
  • Sovereign Bonds49%
  • US Government Bonds30%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds9%
  • Exchange Traded Equities1%

Owners & executives

1 of 1
  • Jose Navarro

    Jose Navarro

    CEOCRD 7278758

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
2340 S Dixie Hwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth