EUROCAPITAL ADVISORS, INC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 126163
- Registered since
- August 19, 2004
- Website
- eurocapital-advisors.com
- Custodians
- PERSHING LLC, SANTANDER INVESTMENT SECURITIES INC., CREDIT SUISSE
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eurocapital Advisors, Inc. is an independent registered investment adviser formed in 2004 and owned by an individual. The firm acts as a capital allocator for a concentrated base of high-net-worth clients, providing portfolio management to individuals, families and small businesses on a fee basis tied to assets under management. Its filings indicate a preference for externally managed private funds and other non‑traditional exposures rather than an ESG-driven mandate. Eurocapital operates primarily in a non-discretionary capacity, which suggests clients retain decision authority while the firm provides allocation advice and manager selection. Investment activity centers on third‑party fund commitments and allocations across illiquid strategies. The firm’s structure and custodian relationships point to a mix of domestic brokerage custody and international private bank arrangements, consistent with clients who require bespoke access to private funds, cross‑border custody or specialized credit and energy opportunities.
Assets & Accounts
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
- Private Funds54%
- Exchange Traded Equities23%
- US Government Bonds15%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Contacts
2 of 2PABLO ALONSO
FounderCRD 4365608
PATRICIO DIEZ ROMERO-VALDESPINO
Vice President, DirectorCRD 4208121
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
- 1001 Brickell Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CLOUT CAPITAL
RIAMIAMI, FL
MENDOZA PRIVATE WEALTH
RIAMIAMI, FL
STONEX INTERNATIONAL ADVISORS INC
RIAMIAMI, FL
OSSIA IM
RIAMIAMI, FL
CONSCIENTIA FAMILY OFFICE, LLC
RIAMIAMI, FL
GOI
RIAMIAMI, FL