ALLIE FAMILY OFFICE LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 307144
- Registered since
- June 15, 2020
- Website
- allie-intl.com
- Custodians
- J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses70.39%
- HNWI29.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Allie Family Office LLC is an independent RIA organized as an LLC and registered with the SEC in 2020. The firm operates as a capital allocator that serves wealthy families and institutional clients, offering portfolio management for individuals, small businesses and for business or institutional accounts. Fee arrangements include AUM-based fees and fixed-fee engagements. The adviser does not describe itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds36%
- Other32%
- Private Funds12%
- Investment Grade Corp Bonds10%
- Non-Investment Grade Corp Bonds4%
Owners & executives
2 of 2DANIEL BEJARANO
Chief Compliance OfficerCRD 4765152
BRUNO GHIO
Founder & CEOCRD 4586436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$242M in ETFs
98%
$237M
2%
$5.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $46.6M | 71,636 | 19.26% |
Location
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
- 1200 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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