PREMIA GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 282426
- Registered since
- January 12, 2016
- Website
- www.premiaglobaladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.51%
- Corporations / Businesses33.95%
- Individuals1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Premia Global Advisors, LLC is an independent registered investment adviser that serves individuals and families with fee-based portfolio management and financial planning. The firm acts as a capital allocator, blending pooled public vehicles with direct allocations to third‑party alternative managers. Its advisory services span individual and small-business portfolio management, institutional/business portfolio management, financial planning, and the selection of other advisers. Premia charges a percentage-of-AUM fee and operates with a mostly discretionary mandate, which allows it to implement consolidated strategies across client portfolios. Investment preferences emphasize commingled public funds and mutual funds as the core building blocks for equity and fixed-income exposure, with intentional allocations to alternative strategies—private equity, hedge funds, private placements, real estate and commodities—for return enhancement and diversification. The firm does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities32%
- Other10%
- Cash & Cash Equivalents5%
- Private Funds3%
Owners & executives
1 of 1MIGUEL SOSA
CEO and PresidentCRD 1062639
Contacts
2 of 2EDDY PARK
Client Relationship ManagerCRD 5836058
DANIEL ROSALES
Financial Planning ManagerCRD 5851473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 2600 S Douglas Rd
- Time zone
- ET (UTC-5)
- Office locations
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