Allaria Asset Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$180M

Discretionary

$108M

60% of AUM

Avg account

$9.5M

Accounts

19

Employees

6

Advisory reps

7

Firm details

Headquarters: Miami, Florida
CRD number: 287513
Registered since: May 13, 2022
Website: allariasecurities.com
Custodians: INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC., PERSHING LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses97.95%
Individuals2.05%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allaria Asset Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2022. The firm serves institutional clients while also providing discretionary and non-discretionary portfolio management for individuals, small businesses and for business/institutional accounts. Its compensation arrangements are flexible and include asset-based fees, hourly and fixed fees, and performance-based fees. Allaria does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant. The firm maintains an affiliation with a broker-dealer.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Cash & Cash Equivalents37%
Exchange Traded Equities31%
US Government Bonds28%
Private Funds2%
Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2

Fernando Pardo
Chief Compliance OfficerCRD 6171442
Bernarda Santos
Chief Compliance OfficerCRD 8241284

Contacts

3 of 5

Mauricio Ramirez
Compliance SpecialistCRD 7349068
Francisco Sussini
Investment AdviserCRD 8117765
Marcelo Di Cugno
PresidentCRD 6403076

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Miami Dade
Address: 1110 Brickell Ave
Time zone: ET (UTC-5)
Office locations

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