Data / Investment advisers / Florida / Coconut Grove
Investment advisers in Coconut Grove, FL: 10 firms, $4.4 billion in AUM
10 investment advisers have their main office in Coconut Grove, Florida: 6 SEC registered and 4 exempt reporting. The registered advisers report $4.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is L 1 Global Wealth LLC with $2.8 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 10Advisers
- 6SEC registered
- 4Exempt reporting
- $4.4 billionTotal AUM
- 5Advisers over $100 million
- 7Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| L 1 Global Wealth LLC | Coconut Grove | $2.81 billion | 139 | 4 | Not listed | (305) 848-3411 | adviserinfo.sec.gov | |
| Bicycle Capital | Coconut Grove | $518.5 million | 1 | 10 | 1 | (917) 902-2910 | bicycle.capital | adviserinfo.sec.gov |
| Apex Investments Management US, LLC | Coconut Grove | $392.5 million | 1 | 6 | 1 | (305) 222-7246 | apexcapitalpe.com | adviserinfo.sec.gov |
| Safe Harbor Capital Partners | Coconut Grove | $343.8 million | 7 | 23 | 7 | (786) 230-1609 | adviserinfo.sec.gov | |
| Ekanta Wealth Advisors LLC | Coconut Grove | $306.7 million | 52 | 7 | Not listed | (305) 882-9240 | adviserinfo.sec.gov | |
| Roo Capital Management I, LLC | Coconut Grove | Not listed | Not listed | Not listed | 11 | (786) 322-4859 | roocapital.com | adviserinfo.sec.gov |
| Canvas Capital Management LLC | Coconut Grove | Not listed | Not listed | Not listed | 1 | (305) 553-2579 | canvas-cap.com | adviserinfo.sec.gov |
| Kinea US Asset Management LLC | Coconut Grove | Not listed | Not listed | Not listed | 1 | +55 11 3073 8700 | kinea.com.br | adviserinfo.sec.gov |
| Visconti Industries Incorporated® | Coconut Grove | Not listed | Not listed | Not listed | 1 | (305) 796-1053 | adviserinfo.sec.gov | |
| Remotiv / Financial Soundings | Coconut Grove | Not listed | 0 | 5 | Not listed | (786) 697-0839 | adviserinfo.sec.gov |
Advisers in Coconut Grove that manage private funds
7 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Roo Capital Management I, LLC | Coconut Grove | FL | 11 | Not listed | Not listed | 11 | Not listed | $123.2 million | Not listed | adviserinfo.sec.gov |
| Safe Harbor Capital Partners | Coconut Grove | FL | 7 | Not listed | Not listed | Not listed | 7 | $401 million | $343.8 million | adviserinfo.sec.gov |
| Bicycle Capital | Coconut Grove | FL | 1 | Not listed | Not listed | 1 | Not listed | $518.5 million | $518.5 million | adviserinfo.sec.gov |
| Apex Investments Management US, LLC | Coconut Grove | FL | 1 | Not listed | 1 | Not listed | Not listed | $392.5 million | $392.5 million | adviserinfo.sec.gov |
| Canvas Capital Management LLC | Coconut Grove | FL | 1 | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Kinea US Asset Management LLC | Coconut Grove | FL | 1 | Not listed | Not listed | Not listed | 1 | $31.3 million | Not listed | adviserinfo.sec.gov |
| Visconti Industries Incorporated® | Coconut Grove | FL | 1 | Not listed | 1 | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.