Data / Investment advisers / Florida / 021 Investments LLC
021 Investments LLC, Miami, FL: $205 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
021 Investments LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $205 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch 021 Investments LLC (CRD number 328334): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 328334
- SEC file number
- 801-128985
- SEC status
- Approved, effective October 27, 2023
- Main office
- 2222 Ponce de Leon 3rd Floor, Miami, FL 33134
- Phone
- (212) 202-1730
- Regulatory AUM
- $205,000,000 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $205,000,000
- Accounts
- 4
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 real estate funds
- Gross assets of private funds
- $205,000,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $205 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $205 million | March 26, 2026 |
| December 1, 2025 | $230 million | March 25, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Welcy Capital Advisors LLC | Miami | $225.7 million | 2 | adviserinfo.sec.gov |
| Oceanis Financial Advisors, Inc. | Miami | $225.6 million | Not listed | adviserinfo.sec.gov |
| Pare Partners II LLC | Miami | $210 million | 7 | adviserinfo.sec.gov |
| Advisory Investor Services LLC | Miami | $209.9 million | Not listed | adviserinfo.sec.gov |
| Ucap Americas | Miami | $208.2 million | Not listed | adviserinfo.sec.gov |
| Guardant Wealth Advisors | Miami | $204.4 million | Not listed | adviserinfo.sec.gov |
| Alianza Corp. Investment Advisor | Miami | $204.1 million | Not listed | adviserinfo.sec.gov |
| Simetria Advisory Group LLC | Miami | $201.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- 021 Investments LLC on the SEC's adviser search
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.