EUROCAPITAL ADVISORS, INC

RIASEC RegisteredEst. 2004
Total AUM
$104M
Discretionary
$0
0% of AUM
Avg account
$11.5M
Accounts
9
Employees
2
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
126163
Registered since
August 19, 2004
Custodians
PERSHING LLC, SANTANDER INVESTMENT SECURITIES INC., CREDIT SUISSE
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 54%, Exchange Traded Equities 23%, US Government Bonds 15%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%54%
  • Private Funds54%
  • Exchange Traded Equities23%
  • US Government Bonds15%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds1%

Contacts

2 of 2
  • PABLO ALONSO

    FounderCRD 4365608

  • PATRICIO DIEZ ROMERO-VALDESPINO

    Vice President, DirectorCRD 4208121

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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
1001 Brickell Bay Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth