GALAPAGOS ADVISORY LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 322042
- Registered since
- February 22, 2024
- Website
- galapagoscapital.us
- Custodians
- ANDBANC BROKERAGE, LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses80.25%
- HNWI15.53%
- Individuals4.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Galapagos Advisory LLC is a small investment bank–style registered adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and advises on manager selection. Its business model blends advisory work with sponsor/GP activity and other industry affiliations such as broker-dealer and insurance relationships, which signals the firm can both place clients with third‑party managers and originate or manage pooled vehicles. The adviser uses a fee mix of percentage-of-AUM and fixed fees and operates with a split between discretionary and non‑discretionary mandates. Investment emphasis is on liquid public equities and ETFs as the primary trading sleeve, with meaningful allocation into external alternative strategies for return enhancement and diversification. The firm does not present itself as an active ESG investor and is not positioned as a multi‑state adviser.
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
- Exchange Traded Equities25%
- Public Funds/Mutual Funds22%
- Private Funds15%
- Investment Grade Corp Bonds13%
- Non-Investment Grade Corp Bonds12%
Owners & executives
1 of 1Itamar Pacheco
Chief Compliance OfficerCRD 8247375
Contacts
3 of 7PHILLIPE SAVOIA
Portfolio ManagerCRD 6023007
MARIA VICTORIA CARDOSO
AssociateCRD 7398541
MARCELO LIMA
Partner, Executive DirectorCRD 5666111
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
- 201 S Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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