EARTHVIEW ADVISORS LLC
Adviser information for EARTHVIEW ADVISORS LLC last updated from Form ADV on March 22nd, 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 | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 7 | $102.6M |
Total | 7 | $102.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 7 | $102.6M |
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 | 61 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-128170 |
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SEC ERA File Number | 801-128170 |
SEC CIK Numbers | None |
SEC CRD Numbers | 326565 |
Legal Entity Identifier | 9845009A58C41CA9DA20 |
Principal Office
1001 BRICKELL BAY DR.SUITE 2710
MIAMI
FL
United States
Monday - Friday, 9AM TO 5PM
Tel: 786 363 0271, Fax: None
Websites
Chief Compliance Officer
ENRIQUE VIYELLA
1001 BRICKELL BAY DR.
SUITE 2710
MIAMI
FL
United States
Tel:
786 363 0271
E**************@********************M
(Full email address available in API data)
Regulatory Contact
ANA VIYELLA
1001 BRICKELL BAY DR.
SUITE 2710
MIAMI
FL
United States
Tel:
786 363 0271
A**********@********************M
(Full email address available in API data)
Industry Affiliates
EARTHVIEW MANAGEMENT, LLC | 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 |
---|---|---|---|---|---|
Viyella, Enrique | Individual | – | CO-OWNER AND CHIEF COMPLIANCE OFFICER | 04/2023 | 25-50% |
Viyella, Anabella | Individual | – | CO-OWNER | 04/2023 | 25-50% |
Viyella, Ana, Gabriela | Individual | – | CO-OWNER AND CHIEF EXECUTIVE OFFICER | 04/2023 | 25-50% |
Viyella, Daniel, Jose | Individual | – | CO-OWNER | 04/2023 | 25-50% |