Data / Investment advisers / Florida / Goi
Goi, Miami, FL: $111 million AUM, SEC registered investment adviser
Goi is an SEC registered investment adviser with its main office in Miami, Florida and reports $111 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 319494
- SEC file number
- 801-135747
- SEC status
- Approved, effective April 2, 2026
- Legal name
- Global Opportune Investments LLC
- Main office
- 801 Brickell Avenue 8th Floor, Miami, FL 33131
- Phone
- (888) 464-4742
- Regulatory AUM
- $111,348,774 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $111,348,774
- Accounts
- 140
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 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 |
|---|---|---|
| High net worth individuals | 39 | $103.5 million |
| Individuals (other than high net worth individuals) | 19 | $4.7 million |
| Charitable organizations | Fewer than 5 | $3.2 million |
| Investment companies | 1 | $7,270 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davivienda Advisors | Miami | $120.2 million | Not listed | adviserinfo.sec.gov |
| Pinetree Advisors Corp. | Miami | $120 million | 1 | adviserinfo.sec.gov |
| Sulzberger Capital Advisors, Inc. | Miami | $117.1 million | Not listed | adviserinfo.sec.gov |
| Uyana Partners LLC | Miami | $115 million | Not listed | adviserinfo.sec.gov |
| Veltria Advisors Corp. | Miami | $113.2 million | Not listed | adviserinfo.sec.gov |
| Stonex International Advisors Inc | Miami | $106.7 million | Not listed | adviserinfo.sec.gov |
| Clout Capital | Miami | $105 million | Not listed | adviserinfo.sec.gov |
| WLT Partners | Miami | $104.3 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 high net worth individuals
- Advisers serving individuals
- Goi on the SEC's adviser search
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.