MAS ADVISORS LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 165906
- Registered since
- February 21, 2013
- Website
- www.masadvisorsllc.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds88%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities3%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1Francisco Soler
Senior Vice President & Chief Investment OfficerCRD 4983591
Contacts
3 of 6BRIDGET FAGERHOLT
Director of OperationsCRD 6454912
Javier Fonseca-Paricio
Investment Research AnalystCRD 7293695
RICARDO CALDERON
Managing Director and PrincipalCRD 6132865
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$56M in ETFs
88%
$49.2M
12%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.1M | 7,656 | 9.15% |
Location
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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