ALIYA CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2021

Total AUM

$5.1B

Discretionary

$5.1B

99% of AUM

Avg account

$27.2M

Accounts

187

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 305988
Registered since: January 6, 2021
Website: aliyacapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles96.95%
HNWI3.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aliya Capital Partners LLC is an independent registered investment adviser that began SEC registration in 2021 and describes itself as a capital allocator serving both individual & family clients and institutional investors. The firm offers financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles, and it charges a mix of asset-based fees, fixed fees and performance-based fees. Aliya’s regulatory filings indicate it is not an active ESG investor. The firm also lists industry affiliations consistent with serving as a broker‑dealer counterpart, an adviser to other vehicles, and as sponsor/GP/managing member of pooled investment vehicles.