BR CAPITAL
BR CAPITAL ADVISORS LLC Legal Name
Adviser information for BR CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 8 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 21 | $4.1M |
Non-Discretionary | 307 | $346.3M |
Total | 328 | $350.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 199 | $89.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 2 | $200,921 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 124 | $260.3M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 100 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-119785 |
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SEC ERA File Number | 801-119785 |
SEC CIK Numbers | None |
SEC CRD Numbers | 310003 |
Legal Entity Identifier | None |
Principal Office
848 BRICKELL AVENUEPH-5
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 305-448-0014, Fax: None
Chief Compliance Officer
JUAN CARLOS RIERA
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL
United States
Tel:
3054480014
J*****@*****************M
(Full email address available in API data)
Regulatory Contact
PABLO CUEVAS
MANAGING DIRECTOR
AV. ALONSO DE C�RDOVA 2860
OFC 603, VITACURA
SANTIAGO
Chile
Tel:
+562-2929-8308
P******@**************M
(Full email address available in API data)
Industry Affiliates
BR CAPITAL | Other investment adviser, including financial planners |
BR CAPITAL | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
RIERA, JUAN, CARLOS | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |
BR CAPITAL LP | Foreign Entity | – | MEMBER | 08/2020 | > 75% |
CUADRA COURT, MATIAS, ANTONIO | Individual | – | MANAGING PARTNER | 08/2020 | < 5% |
CUEVAS, PABLO, ANTONIO | Individual | – | MANAGING DIRECTOR / PRINCIPAL | 08/2020 | < 5% |