Lafise Global Advisors LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds49%
- US Government Bonds30%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds9%
- Exchange Traded Equities1%
Owners & executives
1 of 1
Jose Navarro
CEOCRD 7278758
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
- 2340 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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