IADVISE PARTNERS
IADVISE PARTNERS LLC Legal Name
Adviser information for IADVISE PARTNERS 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 |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 23 | $155.7M |
| Non-Discretionary | 12 | $18.7M |
| Total | 35 | $174.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 15 | $174.4M |
| 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 | 75 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-78614 |
|---|---|
| SEC ERA File Number | 801-78614 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168564 |
| Legal Entity Identifier | None |
Principal Office
747 THIRD AVENUESTE. 34B
NEW YORK
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 212-686-4601, Fax: 212-686-4601
Websites
Chief Compliance Officer
CARMEN PENARANDA
747 THIRD AVE
STE. 34B
NEW YORK
NY
United States
Tel:
212-686-4601
C*********@******************M
(Full email address available in API data)
Regulatory Contact
VICTOR GIL
CHIEF EXECUTIVE OFFICER
747 THIRD AVE
STE. 34B
NEW YORK
NY
United States
Tel:
212-686-4601
V***@******************M
(Full email address available in API data)
Industry Affiliates
| IADVISE PARTNERS AV S.L. | Other investment adviser, including financial planners |
| IADVISE REAL ESTATE | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GIL, VICTOR, MANUEL | Individual | – | PRESIDENT/CEO | 08/2013 | 50-75% |
| PENARANDA, CARMEN | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2013 | < 5% |
| IADVISE FAMILY OFFICE S.L. | Foreign Entity | – | MANAGING MEMBER/PARTNER | 03/2015 | > 75% |
| GIL, VICTOR, MANUEL | Individual | IADVISE FAMILY OFFICE S.L. | MAJORITY SHAREHOLDER | 03/2015 | 50-75% |
| PENARANDA, CARMEN | Individual | IADVISE FAMILY OFFICE S.L. | SHAREHOLDER | 03/2015 | |
| MUNLARD S.L. | Foreign Entity | IADVISE FAMILY OFFICE S.L. | SHAREHOLDER | 03/2015 | |
| RODRIGUEZ-HERRA, PABLO | Individual | IADVISE FAMILY OFFICE S.L. | SHAREHOLDER | 03/2015 | 25-50% |