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Fitzroy Investment Advisors LLC

● SEC registered since 2015CRD 174342SEC# 801-80828Aventura, FL
Export (members)
Reg. AUM
$1.01B
Employees
9
Accounts
68
Location
Aventura, FL

Fitzroy Investment Advisors LLC assets under management

Fitzroy Investment Advisors LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2015. It reports $1 billion in regulatory assets under management and employs 9 people.

Fitzroy Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Catarina Fca Silva ControlCooUnder 5%2016
Jose Andres Fernandez ControlManaging Member, Ceo, CcoOver 75%2014

Frequently asked questions

How much does Fitzroy Investment Advisors LLC manage?

Fitzroy Investment Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Fitzroy Investment Advisors LLC have?

Fitzroy Investment Advisors LLC reports 9 employees.

Where is Fitzroy Investment Advisors LLC located?

Fitzroy Investment Advisors LLC is based in Aventura, FL and has been SEC-registered since 2015.

Does Fitzroy Investment Advisors LLC disclose fund performance?

Fitzroy Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21500 Biscayne Boulevard, Suite 404, Aventura, FL 33180
Phone347-580-9762
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.01B
Total (RAUM)$1.01B