Data / Investment advisers / Florida / Mas Advisors LLC
Mas Advisors LLC, Coral Gables, FL: $2.6 billion AUM, SEC registered investment adviser
Mas Advisors LLC is an SEC registered investment adviser with its main office in Coral Gables, Florida and reports $2.6 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include insurance companies, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 165906
- SEC file number
- 801-77354
- SEC status
- Approved, effective February 21, 2013
- Main office
- 2121 Ponce de Leon Blvd Suite 1160, Coral Gables, FL 33134
- Phone
- (786) 364-3101
- Website
- masadvisorsllc.com
- Regulatory AUM
- $2,556,217,487 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $2,556,217,487
- Accounts
- 295
- Employees
- 13, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Insurance companies | 3 | $2.49 billion |
| High net worth individuals | 15 | $40.9 million |
| Other investment advisers | 1 | $22.2 million |
| Individuals (other than high net worth individuals) | 2 | $693,712 |
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 | $2.56 billion | March 31, 2026 |
| December 1, 2025 | $1.50 billion | July 21, 2025 |
Other advisers in Coral Gables
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| We Family Offices | Coral Gables | $17.75 billion | Not listed | adviserinfo.sec.gov |
| Dimension Capital Management LLC | Coral Gables | $7.29 billion | 94 | adviserinfo.sec.gov |
| Trivest Investment Advisors, LLC | Coral Gables | $6.01 billion | 19 | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | $4.13 billion | 2 | adviserinfo.sec.gov |
| Evensky & Katz/Foldes Wealth Management | Coral Gables | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Tallvine Partners Management LP | Coral Gables | $1.42 billion | 7 | adviserinfo.sec.gov |
| Seaview Investment Managers LLC | Coral Gables | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Finback Investment Partners | Coral Gables | $1.20 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coral Gables, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving high net worth individuals
- Mas Advisors LLC 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.