Mifel Wealth
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 342244
- Registered since
- August 10, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mifel Capital Partners LLC is a domestically organized limited liability company that registered with the SEC in 2026 and is described as a recently established adviser. The firm positions itself as a capital allocator and offers discretionary portfolio management for individuals, small businesses, and institutional clients; it also performs manager selection for clients. Its standard fee model is a percentage of assets under management. The firm is not designated as a multi-state adviser and does not identify itself as an active ESG investor. The firm lists multiple industry affiliations, including connections to a broker‑dealer, another investment adviser, and a banking or thrift institution, which suggests access to intermediary channels and third‑party manager relationships. Ownership is noted as involving a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Catalina Rey De Sa
Chief Compliance OfficerCRD 5654516
Contacts
1 of 1
Ignacio Del Fresno
Operations AssociateCRD 7517365
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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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