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CRD 286538
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRIAN WILLIAM CANIDA | n/a | CORAL GABLES, FL | 9 | 13 | n/a | no |
| CAROLINA ELIZABETH CANIDA | n/a | Coral Gables, FL | 9 | 11 | n/a | no |
| WILLIAM JAMES CANIDA | Chartered Financial Analyst | CORAL GABLES, FL | 9 | 41 | 2 | no |
| MARIA TERESA CANIDA | Chartered Financial Analyst | CORAL GABLES, FL | 1 | 40 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CANIDA, BRIAN, WILLIAM | President | E | yes | 11/2016 | Jan 17, 2017 | May 31, 2024 |
| CANIDA, CAROLINA, ELIZABETH | CHIEF COMPLIANCE OFFICER | B | no | 11/2016 | Jan 17, 2017 | May 31, 2024 |
| CANIDA, MARIA, TERESA | PRINCIPAL & PORTFOLIO MANAGER | B | no | 11/2016 | Jan 17, 2017 | May 31, 2024 |
| CANIDA, WILLIAM, JAMES | CHIEF INVESTMENT OFFICER | Na | no | 10/2017 | Nov 16, 2017 | May 31, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $531M | $473M | 4 | 4 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $439M | $382M | 4 | 4 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $392M | $333M | 4 | 4 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $317M | $260M | 4 | 4 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $363M | $305M | 4 | 4 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $302M | $249M | 4 | 4 | 0 | n/a | n/a |
| 2019 | Mar 17, 2020 | $201M | $201M | 4 | 4 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $176M | $176M | 4 | 4 | 0 | n/a | n/a |
| 2017 | Mar 21, 2018 | $163M | $163M | 4 | 4 | 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 | $531M | $439M | 20.9% | $317M | 18.7% | 4 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LOOP CAPITAL ASSET MANAGEMENT | 2 | Dec 31, 2017 | Apr 9, 2025 | MIAMI, FL | Team lift out | Other | 100.0% |