VIZCAYA CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$631M
Discretionary
$521M
83% of AUM
Avg account
$1.8M
Accounts
346
Employees
9
Advisory reps
8

Firm details

Headquarters
MIAMI, Florida
CRD number
170518
Registered since
May 21, 2020
Custodians
J.P. MORGAN SECURITIES INC., PERSHING LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI98.16%
  • Pooled Investment Vehicles1.84%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Vizcaya Capital, LLC is an SEC-registered advisory firm (registered in 2020) that positions itself around real estate strategies while serving both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses, manages pooled investment vehicles, and acts as a selector of other advisers — a mix that indicates it combines direct portfolio management with outsourced manager relationships and sponsor/G.P. activity in pooled vehicles. The firm’s fee model includes percentage-of-AUM and performance-based components, which aligns with its role as an adviser to pooled funds and a sponsor/manager of alternative investments. Vizcaya is not identified as an active ESG investor and is not registered as a multi-state adviser. Its classification on filings emphasizes a real estate focus, but its advisory activities and affiliations point to a broader multi-asset approach that blends public securities and third-party alternative managers.

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

Asset composition

Asset composition: Other 40%, Investment Grade Corp Bonds 22%, Exchange Traded Equities 17%, Public Funds/Mutual Funds 7%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, Sovereign Bonds 2%, Private Funds 2%40%
  • Other40%
  • Investment Grade Corp Bonds22%
  • Exchange Traded Equities17%
  • Public Funds/Mutual Funds7%
  • US Government Bonds4%

Contacts

3 of 8
  • ARIEL TACHER

    Executive DirectorCRD 6759032

  • SIMON ZAIDMAN

    Executive DirectorCRD 6008196

  • ARIE ZOLDAN

    Managing PartnerCRD 7082868

Unlock 5 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
3350 Virginia St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth