Securitize Capital LLC

RIASEC RegisteredEst. 2026
Total AUM
$530M
Discretionary
$530M
100% of AUM
Avg account
$75.7M
Accounts
7
Employees
2
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
315859
Registered since
July 22, 2026
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Securitize Capital LLC is organized as a limited liability company that operates as an adviser to pooled investment vehicles with an institutional client base. The firm is classified around private fund activity and is identified as a private equity fund manager in the snapshot data. Its advisory remit is portfolio management for pooled vehicles, and it charges fees as a percentage of assets under management. The firm is listed with SEC registration activity dated 2026 and is owned at the domestic entity/individual level. The firm has an industry affiliation as a broker-dealer, which suggests the capacity to support distribution or transactional activities alongside its advisory role. The snapshot notes that Securitize Capital is not an active ESG investor and is not registered as a multi-state 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

Owners & executives

2 of 2
  • Jose FloresJunco

    Chief Financial OfficerCRD 7805482

  • Yvonne Pytlik

    Yvonne Pytlik

    Chief Compliance OfficerCRD 4337433

Contacts

1 of 1
  • Jason Fightmaster Spruit

    DirectorCRD 7467964

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
78 Sw 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth