Data / Investment advisers / Florida / Proaltus USA
Proaltus USA, Miami, FL: $646 million AUM, SEC registered investment adviser
Proaltus USA is an SEC registered investment adviser with its main office in Miami, Florida and reports $646 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include other investment advisers, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 310955
- SEC file number
- 801-119784
- SEC status
- Approved, effective November 12, 2020
- Legal name
- Proaltus USA Inc.
- Main office
- 1111 Brickell Avenue 10th Floor, Miami, FL 33131
- Phone
- (857) 334-1921
- Website
- proaltus.us
- Regulatory AUM
- $645,690,026 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $366,988,531
- Non discretionary AUM
- $278,701,495
- Accounts
- 94
- Employees
- 14, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 12: 6 hedge funds, 3 venture capital funds, 2 private equity funds, 1 real estate fund
- Gross assets of private funds
- $238,060,607
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 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 |
|---|---|---|
| Other investment advisers | 2 | $259 million |
| Pooled investment vehicles | 12 | $213.5 million |
| Corporations or other businesses | 23 | $98.4 million |
| High net worth individuals | 8 | $48.4 million |
| Individuals (other than high net worth individuals) | 53 | $26.3 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 |
|---|---|---|
| November 2, 2026 | $645.7 million | October 16, 2026 |
| March 2, 2026 | $604.9 million | February 25, 2026 |
| December 1, 2025 | $505.8 million | September 18, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Saaga | Miami | $717.5 million | Not listed | adviserinfo.sec.gov |
| Lafise Global Advisors LLC | Miami | $699 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 |
| Vizcaya Capital, LLC | Miami | $631.4 million | 1 | adviserinfo.sec.gov |
| Centrica Wealth Management | Miami | $627.4 million | Not listed | adviserinfo.sec.gov |
| H.I.G. Whitehorse Advisers, LLC | Miami | $615.1 million | Not listed | 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 other investment advisers
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Proaltus USA 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.