Miura Investment Advisors, Inc

RIAState Registered
Total AUM
$392M
Discretionary
$2.8M
1% of AUM
Avg account
$2.1M
Accounts
191
Employees
6
Advisory reps
13

Firm details

Headquarters
Miami, Florida
CRD number
283148
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI92.18%
  • Individuals4.43%
  • Corporations / Businesses3.38%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Miura Investment Advisors, Inc. is a corporate advisory firm that manages portfolios for individuals, families and institutional clients with a focus on individualized portfolio management for small businesses and private clients. The firm reports a fee mix that includes a percentage of assets under management plus performance-based compensation and other arrangements. It identifies itself as a qualified custodian and lists an industry affiliation with a broker-dealer. Miura does not position itself as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 27%, Exchange Traded Equities 17%, Public Funds/Mutual Funds 15%, Investment Grade Corp Bonds 14%, Private Funds 10%, Cash & Cash Equivalents 6%, US Government Bonds 5%, Sovereign Bonds 4%, Non-Exchange Traded Equities 1%, Other 1%27%
  • Non-Investment Grade Corp Bonds27%
  • Exchange Traded Equities17%
  • Public Funds/Mutual Funds15%
  • Investment Grade Corp Bonds14%
  • Private Funds10%

Owners & executives

1 of 1
  • Italo D Alfonso

    Italo D Alfonso

    CEO and CCOCRD 4485045

Contacts

3 of 12
  • Christian Batalha

    Christian Batalha

    Financial AdvisorCRD 6321488

  • Mario D'alfonso

    DirectorCRD 4875713

  • Marlo Ovalles

    DirectorCRD 4875720

Unlock 9 more contacts →

Wealth teams

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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
1395 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth