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CRD 126163
MIAMI, 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 |
|---|---|---|---|---|---|---|
| PABLO ALONSO | n/a | MIAMI, FL | 0 | 25 | n/a | no |
| PATRICIO DIEZ ROMERO-VALDESPINO | n/a | MIAMI, FL | 0 | 25 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALONSO, PABLO | MANAGING MEMBER | D | yes | 01/2003 | Mar 29, 2012 | Feb 13, 2024 |
| DIEZ ROMERO-VALDESPINO, PATRICIO | CCO & MANAGING MEMBER | D | yes | 01/2003 | Mar 29, 2012 | Feb 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EUROCAPITAL ADVISORS (SWITZERLAND), S.A. | n/a | n/a | n/a | Y | yes | n/a |
| EUROCAPITAL WEALTH MANAGEMENT EAF, S.L. | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 4, 2026 | $104M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 13, 2025 | $101M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2023 | Feb 13, 2024 | $100M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 17, 2023 | $103M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2021 | Feb 25, 2022 | $115M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2020 | Mar 5, 2021 | $115M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2019 | Feb 28, 2020 | $112M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $99.5M | $0 | 3 | 2 | 1 | n/a | n/a |
| 2017 | Mar 27, 2018 | $95.3M | $7.3M | 3 | 3 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $92.3M | $13.0M | 3 | 3 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $96.4M | $54.1M | 3 | 3 | n/a | n/a | n/a |
| 2014 | Mar 19, 2015 | $106M | $38.5M | 3 | 3 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $102M | $34.0M | 3 | 3 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $104M | $29.8M | 3 | 3 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $94.5M | $23.3M | n/a | n/a | n/a | 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 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $104M | $101M | 3.1% | $103M | 0.1% | 2 | 2 | 0 | 0 |