LAFISE GLOBAL ADVISORS LLC

Overview

Lafise Global Advisors LLC is a small, SEC-registered investment adviser that acts both as a portfolio manager and a capital allocator. Registered in 2024, the firm runs discretionary mandates and also selects third-party managers on behalf of clients. Its stated business activities include portfolio management for individuals, small businesses and institutional clients, plus adviser selection, which signals reliance on external managers for portions of client programs. Investment positioning tilts toward fixed income, with a material allocation to sovereign bonds and a fee model based on a percentage of assets under management. The firm is not marketed as an ESG investor and is not structured as a multi-state adviser. Industry ties include broker-dealer, trust company, banking and real estate broker relationships, reflecting a network of distribution and service partners the firm can tap for custody, execution and alternative deal flow.

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Location & Offices