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CRD 285142
AVENTURA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERTO VAINRUB | n/a | AVENTURA, FL | 9 | 15 | 1 | no |
| MICHAEL YAACOV MARCIANO | n/a | AVENTURA, FL | 8 | 12 | 1 | no |
| Susana (NMN) Zinn Gross | n/a | Sunny Isles Beach, FL | AVENTURA, FL | 8 | 14 | n/a | no |
| GERHARD HERRERA-PAHL | n/a | AVENTURA, FL | 7 | 22 | 3 | no |
| Alvaro Baldomero Sucre Uzcategui | n/a | AVENTURA, FL | 6 | 12 | n/a | no |
| THIAGO FIGUEIREDO | n/a | AVENTURA, FL | 3 | 10 | n/a | no |
| EDMUNDO Javier CASTILLO | n/a | AVENTURA, FL | 1 | 11 | 1 | no |
| Maureen Pennington Aguirre | n/a | AVENTURA, FL | New York, NY | 0 | 14 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MARCIANO, MICHAEL, YAACOV | CHIEF INVESTMENT OFFICER | Na | yes | 04/2018 | Mar 10, 2026 | Mar 10, 2026 |
| RODITI, LUCIANA, NMN | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2017 | Mar 10, 2026 | Mar 10, 2026 |
| VAINRUB, ROBERTO | President | Na | yes | 07/2017 | Mar 10, 2026 | Mar 10, 2026 |
| HERRERA-PAHL, GERHARD | DIRECTOR OF BUSINESS & PORTFOLIO MANAGEMENT | Na | yes | 05/2019 | Sep 23, 2019 | Mar 6, 2024 |
| ROBERTO VAINRUB REVOCABLE TRUST | MANAGER/MANAGING MEMBER | C | yes | 02/2020 | Mar 19, 2020 | Mar 6, 2024 |
| Vainrub, Lilyan | Trustee | C | yes | 11/2009 | Mar 19, 2020 | Mar 6, 2024 |
| VAINRUB, ROBERTO | Trustee | C | yes | 11/2009 | Aug 9, 2017 | Mar 6, 2024 |
| ALAN ROTTER REVOCABLE TRUST | Member | C | no | 02/2020 | Mar 10, 2026 | Mar 10, 2026 |
| ANGRISANO, ALFONSO, (NMN) | Member | B | no | 08/2020 | Mar 10, 2026 | Mar 10, 2026 |
| Ciulla Cimmino, Antonino, Gianni | Member | A | no | 06/2022 | Mar 10, 2026 | Mar 10, 2026 |
| MAHR TRUST | Member | B | no | 02/2020 | Mar 10, 2026 | Mar 10, 2026 |
| Szkolnik, Dalia | CHIEF TECHNOLOGY OFFICER PORTFOLIO MANAGEMENT MEMBER | Na | no | 08/2018 | Mar 10, 2026 | Mar 10, 2026 |
| Apeloig, Marcel, (NMN) | Trustee | F | no | 10/2018 | Aug 9, 2017 | Mar 6, 2024 |
| Rotter, Alan, O | Trustee | C | no | 09/2011 | Aug 9, 2017 | Mar 6, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 10, 2026 | $2.0B | $1.3B | 15 | 7 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $1.3B | $1.2B | 12 | 6 | 0 | n/a | n/a |
| 2023 | Mar 6, 2024 | $952M | $952M | 12 | 6 | 0 | n/a | n/a |
| 2022 | Mar 2, 2023 | $843M | $843M | 11 | 6 | 0 | n/a | n/a |
| 2021 | Mar 25, 2022 | $900M | $900M | 10 | 5 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $762M | $762M | 9 | 5 | 0 | n/a | n/a |
| 2019 | Mar 19, 2020 | $825M | $825M | 9 | 4 | 0 | n/a | n/a |
| 2018 | Mar 7, 2019 | $420M | $420M | 8 | 2 | 0 | n/a | n/a |
| 2017 | Mar 30, 2018 | $0 | $0 | 4 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.3B | 49.4% | $843M | 32.4% | 15 | 12 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT, LLC | 2 | Apr 27, 2018 | May 10, 2018 | AVENTURA, FL | Team lift out | Other | 33.3% |