MIURA INVESTMENT ADVISORS, INC

RIASEC 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 registered investment adviser that works with both individual and family clients as well as institutional relationships. The firm focuses on portfolio management, with advisory activity targeted at individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, performance-based fees and other fee structures. Miura reports a fixed-income orientation and does not classify itself as an active ESG investor. The firm is affiliated with broker-dealer activity and identifies custody arrangements consistent with a qualified custodian model. Although Miura maintains multiple office locations, it is not reported as a multi-state adviser in its snapshot filings.

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

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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

    CEO and CCOCRD 4485045

Contacts

3 of 12
  • RICARDO HEREDIA

    Portfolio ManagerCRD 4565473

  • Marco Malave

    Assistant Vice PresidentCRD 7513566

  • VICENTE MARCHELLI APOLINAR

    Investment AdvisorCRD 7722320

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth