Vizcaya Capital, LLC

RIASEC RegisteredEst. 2020

Total AUM

$631M

Discretionary

$521M

83% of AUM

Avg account

$1.8M

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 170518
Registered since: May 21, 2020
Website: www.vizcayacapital.com
Custodians: J.P. MORGAN SECURITIES INC., PERSHING LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI98.16%
Pooled Investment Vehicles1.84%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Vizcaya Capital, LLC is an SEC-registered limited liability company (registered in 2020) that identifies itself as a real estate-focused advisory organization while serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses, manages pooled investment vehicles, and engages in the selection of other advisers. Its compensation blends an asset-based fee with performance-linked and other fee arrangements. The firm does not describe itself as an active ESG investor. Vizcaya maintains affiliations that include roles as an investment adviser, relationships with insurance companies, and sponsorship of limited partnerships (excluding pooled investment vehicles). It is organized under domestic ownership with individual ownership interests.