VIZCAYA CAPITAL, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 170518
- Registered since
- May 21, 2020
- Website
- www.vizcayacapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other40%
- Investment Grade Corp Bonds22%
- Exchange Traded Equities17%
- Public Funds/Mutual Funds7%
- US Government Bonds4%
Contacts
3 of 8ARIEL TACHER
Executive DirectorCRD 6759032
SIMON ZAIDMAN
Executive DirectorCRD 6008196
ARIE ZOLDAN
Managing PartnerCRD 7082868
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
- 3350 Virginia St
- Time zone
- ET (UTC-5)
- Office locations
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