EUROCAPITAL ADVISORS, INC
Adviser information for EUROCAPITAL ADVISORS, INC last updated from Form ADV on February 13th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| 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 | 11 | $100.5M |
| Total | 11 | $100.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 11 | $100.5M |
| 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 | 90 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
1001 BRICKELL BAY DRIVESUITE 2700
MIAMI
FL
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 786 621-5858, Fax: None
Websites
Chief Compliance Officer
PATRICIO DIEZ ROMERO-VALDESPINO
MANAGING DIRECTOR
1001 BRICKELL BAY DRIVE
SUITE 2700
MIAMI
FL
United States
Tel:
786 621-5858
P****@***********************M
(Full email address available in API data)
Regulatory Contact
ALBERTO BATISTA
1001 BRICKELL BAY DRIVE,
SUITE2700
MIAMI
FL
United States
Tel:
786 621-5858
A*******@***********************M
(Full email address available in API data)
Industry Affiliates
| EUROCAPITAL ADVISORS (SWITZERLAND), S.A. | Other investment adviser, including financial planners |
| EUROCAPITAL WEALTH MANAGEMENT EAF, S.L. | 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 |
|---|---|---|---|---|---|
| DIEZ ROMERO-VALDESPINO, PATRICIO | Individual | – | CCO & MANAGING MEMBER | 01/2003 | 50-75% |
| ALONSO, PABLO | Individual | – | MANAGING MEMBER | 01/2003 | 50-75% |