Eurocapital Advisors, LLC (Miami)

Name: Eurocapital Advisors, LLC
Address: 1001 Brickell Bay Drive, Miami, FL, 33131
Telephone: 786 621-5858

Eurocapital Advisors, LLC is a large advisory firm based in Miami. It manages $99.54 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.

Eurocapital Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and global financial advisory; consolidated account statement; consolidated financial analysis. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eurocapital Advisors: assets under management

The assets under management (AUM) of Eurocapital Advisors, LLC is $99.54 million. The firm's AUM has grown by 5% since the beginning of its operation, and $99.54 million of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 30% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 25% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eurocapital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pablo Alonso serves?

The only and largest group of clients of Pablo Alonso is high net worth individuals with 12 clients and $99.54 million of assets under management. Among the 7 most similar advisory firms, Eurocapital Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $99.54 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Eurocapital Advisors doesn't advise any private funds.

Careers at Eurocapital Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Pablo Alonso has been acting as President since 1 Jan 2003. Onnie William Carr joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patricio Diez	Managing director / chief compliance officer	1 Jan 2003	50% - 75%	4208121
Pablo Alonso	President/director	1 Jan 2003	50% - 75%	4365608
Patricio Diez Romero Valdespino	Managing member	1 Jan 2003	50% - 75%	4208121
Ivonete M. Leite	Vice president	1 Jun 2003	Other	4234031
Onnie William Carr	Cco	1 Mar 2017	Other	2431953

Based in Miami

The principal office where Eurocapital Advisors, LLC performs its advisory services is located at 1001 Brickell Bay Drive, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786 621-5858 or by fax 786-513-0239. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at eurocapital-advisors.com.