Fitzroy Investment Advisors LLC
● SEC registered since 2015CRD 174342SEC# 801-80828Aventura, FL
Reg. AUM
$1.04B
Employees
9
Accounts
81
Location
Aventura, FL
Fitzroy Investment Advisors LLC assets under management
Fitzroy Investment Advisors LLC operates as an SEC-registered investment adviser based in Aventura, FL. The firm has been registered since 2015. It reports $1 billion in regulatory assets under management and employs 9 people.
Fitzroy Investment Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catarina Fca Silva Control | Coo | Under 5% | 2016 |
| Jose Andres Fernandez Control | Managing Member, Ceo, Cco | Over 75% | 2014 |
Frequently asked questions
How much does Fitzroy Investment Advisors LLC manage?
Fitzroy Investment Advisors LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Fitzroy Investment Advisors LLC have?
Fitzroy Investment Advisors LLC reports 9 employees.
Where is Fitzroy Investment Advisors LLC located?
Fitzroy Investment Advisors LLC is based in Aventura, FL and has been SEC-registered since 2015.
Does Fitzroy Investment Advisors LLC disclose fund performance?
Fitzroy Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21500 Biscayne Boulevard, Suite 404, Aventura, FL 33180 |
| Phone | 347-580-9762 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $0Non-discretionary $1.04B