ALCALA MULTI FAMILY OFFICE
ALCALA MULTI FAMILY OFFICE, LLC Legal Name
Adviser information for ALCALA MULTI FAMILY OFFICE last updated from Form ADV on March 25th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| 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 | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
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 | 0 | $0 |
| 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 | 100 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-128023 |
|---|---|
| SEC ERA File Number | 801-128023 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325214 |
| Legal Entity Identifier | None |
Principal Office
400 MADISON AVENUE, SUITE 5CNEW YORK
NY
United States
Monday - Friday, 9:00 AM - 6:00 PM
Tel: (646) 559-0560, Fax: None
Chief Compliance Officer
GIL AIKINS
400 MADISON AVENUE, SUITE 5C
NEW YORK
NY
United States
Tel:
646-348-0896
G******@*********************M
(Full email address available in API data)
Regulatory Contact
KIMBERY PRIOR, ESQ.
200 SOUTH BISCAYNE BOULEVARD
SUITE 2400
MIAMI
FL
United States
Tel:
(305) 910-0788
K*****@**********M
(Full email address available in API data)
Industry Affiliates
| LARRAINVIAL ASSET MANAGEMENT | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| LARRAINVIAL S.A. CORREDORA DE BOLSA | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| LARRAINVIAL SECURITIES US LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| LV ADVISORY SPA | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LV US HOLDING LLC | Domestic Entity | – | SOLE MEMBER | 01/2023 | > 75% |
| LARRAIN VIAL SPA | Foreign Entity | LV US HOLDING LLC | MEMBER | 02/2022 | > 75% |
| CHACABUCO S.A. | Foreign Entity | LARRAIN VIAL SPA | SHAREHOLDER | 02/2013 | 25-50% |
| RENTAS ST LIMITADA | Foreign Entity | LARRAIN VIAL SPA | SHAREHOLDER | 02/2013 | 25-50% |
| VIAL ECHEVERRIA, LEONIDAS | Individual | RENTAS ST LIMITADA | PARTNER | 12/2012 | > 75% |
| VINELLI, SERGIO, MIGUEL | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2023 | < 5% |
| AIKINS, GIL, O | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2023 | < 5% |