MIDTOWN INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2021
Total AUM
$278M
Discretionary
$278M
100% of AUM
Avg account
$25.3M
Accounts
11
Employees
4
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
316137
Registered since
September 27, 2021
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Midtown Investment Advisors LLC is an SEC-registered investment adviser (since 2021) organized as a limited liability company and focused on managing pooled real estate investment vehicles for institutional investors. The firm’s advisor role centers on sponsoring and operating real estate funds and acting as general partner or managing member of pooled property investments, rather than serving primarily as a broad third‑party allocator. Its fee model is a percentage of assets under management. Midtown does not describe itself as a multi-state adviser, is not flagged as an active ESG investor, and does not function as a pension consultant or a capital allocator in the traditional sense.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ALEJANDRO VELEZ

    Chief Executive OfficerCRD 4543854

Contacts

1 of 1
  • Alexander Saieh

    Managing PartnerCRD 7425647

Wealth teams

FINTRX

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
175 SW 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth