MIDTOWN INVESTMENT ADVISORS LLC
Adviser information for MIDTOWN INVESTMENT ADVISORS LLC last updated from Form ADV on March 4th, 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $338.6M |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $338.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 13 | $338.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-122406 |
|---|---|
| SEC ERA File Number | 801-122406 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316137 |
| Legal Entity Identifier | None |
Principal Office
175 SW 7TH STREETSUITE 2112
MIAMI
FL
United States
Monday - Friday, 9-5
Tel: 305-961-1115, Fax: None
Chief Compliance Officer
ALEJANDRO VELEZ
MANAGER
175 SW 7TH STREET
SUITE 2112
MIAMI
FL
United States
Tel:
305-961-1115
A*****@******************M
(Full email address available in API data)
Regulatory Contact
ALEXANDER SAIEH
MANAGER
175 SW 7TH STREET
SUITE 2112
MIAMI
FL
United States
Tel:
305-961-1115
A*****@******************M
(Full email address available in API data)
Industry Affiliates
| MCA INCOME MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCA MDF LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCA MULTI LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCA SB LLC | Sponsor, GP, manager of pooled investment vehicles |
| MCA TRIANGLE INC | Sponsor, GP, manager of pooled investment vehicles |
| MCA TRIANGLE LLC | Sponsor, GP, manager of pooled investment vehicles |
| MIDTOWN INCOME MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
| MIDTOWN REALTY GROUP, LLC | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 5335 TRIANGLE INVESTMENTS LLC | Real Estate Fund | $2.3M | $0.5M | 4 |
| 5335 TRIANGLE OFFICE LLC | Real Estate Fund | $27.5M | $0.5M | 7 |
| MCA INCOME LLC | Real Estate Fund | $4.5M | $0.5M | 4 |
| MCA MULTI HOLDINGS LLC | Real Estate Fund | $27.3M | $0.5M | 19 |
| MCA MULTI INVESTMENTS LLC | Real Estate Fund | $12.9M | $0.5M | 8 |
| MCA US INCOME LLC | Real Estate Fund | $6.9M | $0.5M | 14 |
| MIDTOWN CAPITAL INCOME FUND LLLP | Real Estate Fund | $24.6M | $0.5M | 2 |
| MIDTOWN MDF LLC | Real Estate Fund | $16.6M | $0.5M | 20 |
| MIDTOWN MDF US LLC | Real Estate Fund | $21.8M | $0.5M | 30 |
| MIDTOWN MULTIFAMILY DEVELOPMENT FUND LLLP | Real Estate Fund | $40.4M | $0.5M | 4 |
| MIDTOWN SB INVESTMENTS 2 LLC | Real Estate Fund | $23.8M | $0.5M | 36 |
| MIDTOWN SB INVESTMENTS LLC | Real Estate Fund | $10.1M | $0.5M | 6 |
| MIDTOWN SB LLC | Real Estate Fund | $120.0M | $0.5M | 42 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VELEZ, ALEJANDRO | Individual | – | MANAGER & CHIEF COMPLIANCE OFFICER | 06/2021 | < 5% |
| Saieh, Alexander, Armando | Individual | – | MANAGER | 06/2021 | < 5% |
| MIAMI REALTY ASSOCIATES, LLC | Domestic Entity | – | OWNER | 06/2021 | 50-75% |
| CAVALIA INVESTMENTS LLC | Domestic Entity | – | OWNER | 06/2021 | 50-75% |
| VELEZ, ALEJANDRO | Individual | CAVALIA INVESTMENTS LLC | OWNER | 12/2013 | 50-75% |
| Saieh, Alexander, Armando | Individual | MIAMI REALTY ASSOCIATES, LLC | OWNER | 05/2011 | > 75% |
| Wickmann, Patricia | Individual | CAVALIA INVESTMENTS LLC | OWNER | 12/2013 | 50-75% |