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| Keyboard |
| Lafise Global Advisors LLC
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|
|---|---|
| CRD # | 331244 |
| SEC # | 801-130311 |
| CIK # | |
| AUM | 699.0 M (2026-03-30) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Phone | 305-374-6001 |
| Address | 2340 S Dixie Highway Miami, FL 33133 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 1.9 |
| (c) Banking or thrift institutions | 0 | 627.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 69.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 699.0 |
| By Discretionary | ||
| Discretionary | 10 | 699.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 699.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 699.0 | |
| United States Persons | 0.0 | |
| Total | 10 | 699.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Wealth Advisors Inc
✚
|
FL | 702.1 M |
|
RPG Family Wealth Advisory LLC
✚
|
MA | 700.7 M |
|
Atlas Asset Management LLC
✚
|
PR | 700.6 M |
|
Lauterbach Financial Advisors LLC
✚
|
TX | 700.3 M |
|
KTF Investments LLC
✚
|
CA | 700.2 M |
|
IAM Advisory LLC
✚
|
PA | 699.4 M |
|
Tempus Wealth Planning LLC
✚
|
CA | 699.4 M |
|
Hamilton Wealth LLC
✚
|
CA | 697.8 M |
|
Arcadia Investment Management Corp
✚
|
MI | 697.3 M |
|
LP Investment Management LLC
✚
|
TX | 696.1 M |