MAS ADVISORS LLC

RIASEC RegisteredEst. 2013
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$8.7M
Accounts
295
Employees
13
Advisory reps
7

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
165906
Registered since
February 21, 2013
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Insurance Companies97.51%
  • HNWI1.6%
  • Other Investment Advisers0.87%
  • Individuals0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

MAS Advisors LLC operates as a capital allocator for high-net-worth individuals, families and institutional clients, combining discretionary portfolio management with the selection of third‑party managers. The firm reports a multi‑fee structure—percentage of AUM, hourly and fixed fees—allowing customized billing across advisory mandates. Investment activity centers on a heavy allocation to private funds: private equity is the dominant exposure at the firm level, supported by hedge fund allocations and mutual fund usage for public-market exposure. On the public side, portfolio construction leans toward broad market ETFs for core equity exposure, while private funds serve as the principal vehicle for concentrated, illiquid allocations. The firm also lists an affiliation with an insurance company and provides portfolio management services for both individuals/small businesses and institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 88%, Public Funds/Mutual Funds 4%, Non-Exchange Traded Equities 3%, Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%88%
  • Private Funds88%
  • Public Funds/Mutual Funds4%
  • Non-Exchange Traded Equities3%
  • Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Francisco Soler

    Senior Vice President & Chief Investment OfficerCRD 4983591

Contacts

3 of 6
  • BRIDGET FAGERHOLT

    Director of OperationsCRD 6454912

  • Javier Fonseca-Paricio

    Investment Research AnalystCRD 7293695

  • RICARDO CALDERON

    Managing Director and PrincipalCRD 6132865

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 38

Active vs passive

$56M in ETFs

Passive

88%

$49.2M

Active

12%

$6.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$5.1M7,6569.15%

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, 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
2121 Ponce de Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth