BAU Advisors
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 301667
- Registered since
- October 4, 2019
- Website
- www.bauadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
BAU Advisors LLC is an SEC-registered institutional RIA (registered in 2019) organized as a limited liability company and owned by an individual. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation arrangement combines a percentage-of-AUM fee with the ability to earn performance-based fees. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not characterized as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Fernando Moncholobo
Founding PartnerCRD 2636982
Francisco Salonia-ruzo
Founding PartnerCRD 2947628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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