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⚲
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| Lafise Global Advisors LLC
✚
| |
|---|---|
| CRD # | 331244 |
| SEC # | 801-130311 |
| CIK # | |
| AUM | $645.4 MM (2024-08-01) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Phone | 305-374-6001 |
| Address | 2340 S Dixie Highway Miami, FL 33133 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 5 | 596.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 48.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 645.4 |
| By Discretionary | ||
| Discretionary | 8 | 645.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 645.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 645.4 | |
| United States Persons | 0.0 | |
| Total | 8 | 645.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Asset Management Inc
✚
|
CA | 0.6 |
|
Investment Partners Ltd
✚
|
OH | 0.6 |
|
SKBA Capital Management LLC
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|
CA | 0.6 |
|
Consilium Wealth Management LLC
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|
CA | 0.6 |
|
Legacy Financial Strategies LLC
✚
|
KS | 0.6 |
|
Crane Advisory LLC
✚
|
CA | 0.6 |
|
JT Stratford LLC
✚
|
GA | 0.6 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.6 |
|
Bruton Chisnell Advisors LLC
✚
|
PA | 0.6 |
|
Lincoln Capital LLC
✚
|
NE | 0.6 |