Data / Investment advisers / Florida / Lafise Global Advisors LLC
Lafise Global Advisors LLC, Miami, FL: $699 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lafise Global Advisors LLC is an SEC registered investment adviser with its main office in Miami, Florida and reports $699 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include banks and thrifts, insurance companies and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 331244
- SEC file number
- 801-130311
- SEC status
- Approved, effective May 21, 2024
- Main office
- 2340 S. Dixie Highway, Miami, FL 33133
- Phone
- (305) 374-6001
- Regulatory AUM
- $699,013,886 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $699,013,886
- Accounts
- 10
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $627.6 million |
| Insurance companies | Fewer than 5 | $69.5 million |
| High net worth individuals | Fewer than 5 | $1.9 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 | $699 million | March 30, 2026 |
| December 1, 2025 | $544.5 million | September 5, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Andbanc Advisory LLC | Miami | $806.5 million | Not listed | adviserinfo.sec.gov |
| XP Advisory US, Inc. | Miami | $792.3 million | Not listed | adviserinfo.sec.gov |
| Artia Global Partners LP | Miami | $778.9 million | 1 | adviserinfo.sec.gov |
| Paradigm Investment Management | Miami | $725.2 million | Not listed | adviserinfo.sec.gov |
| Saaga | Miami | $717.5 million | Not listed | adviserinfo.sec.gov |
| Icv Partners, LLC | Miami | $694.1 million | 4 | adviserinfo.sec.gov |
| Brainvest Wealth Management LLC | Miami | $690.9 million | 1 | adviserinfo.sec.gov |
| Powell Investment Advisors, LLC | Miami | $648 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving insurance companies
- Lafise Global Advisors 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.