MACERATIO LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$0
0% of AUM
Avg account
$4.3M
Accounts
278
Employees
7
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
304078
Registered since
August 16, 2024
Custodians
LATIN SECURITIES INC., ACP SECURITIES, LLC, INSIGNEO SECURITIES, LLC, PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies47.95%
  • HNWI46.89%
  • Other Investment Advisers5.16%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Maceratio LLC is a limited liability company that registered with the SEC in 2024 and positions itself as a capital allocator serving both individual/family and institutional clients. Ownership is a mix of a domestic entity and an individual. The firm provides fee-for-service portfolio management across individuals, small businesses and institutional/business clients, and it also performs selection of other advisers rather than acting solely as a single-manager shop. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. Maceratio does not characterize itself as an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Investment Grade Corp Bonds 28%, Cash & Cash Equivalents 10%, Exchange Traded Equities 4%, Derivatives 1%, Other 1%52%
  • Public Funds/Mutual Funds52%
  • Investment Grade Corp Bonds28%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities4%
  • Derivatives1%

Owners & executives

1 of 1
  • Marcus Ayres

    COOCRD 7486168

Contacts

1 of 1
  • NICHOLAS SALAS

    ConsultantCRD 2546483

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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
800 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth