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Mas Advisors LLC

● SEC registered since 2013CRD 165906SEC# 801-77354Coral Gables, FL
Export (members)
Reg. AUM
$2.56B
Employees
13
Accounts
295
Location
Coral Gables, FL

Mas Advisors LLC assets under management

Mas Advisors LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2013. It reports $2.6 billion in regulatory assets under management and employs 13 people.

Mas Advisors LLC owners & executives

7 reported
NameTitleOwnershipSince
Bridget Eileen Fagerholt ControlSenior Vice PresidentUnder 5%2023
Francisco Jose Soler ControlChief Investment Officer, PresidentUnder 5%2023
Lisa Rae Hastings ControlDirector Of OperationsUnder 5%2025
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Frequently asked questions

How much does Mas Advisors LLC manage?

Mas Advisors LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Mas Advisors LLC have?

Mas Advisors LLC reports 13 employees.

Where is Mas Advisors LLC located?

Mas Advisors LLC is based in Coral Gables, FL and has been SEC-registered since 2013.

Does Mas Advisors LLC disclose fund performance?

Mas Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2121 Ponce de Leon Blvd, Suite 1160, Coral Gables, FL 33134
Phone786-364-3101
Fax786-701-0728
Office hours9-5
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.56B▲ 71%
Mar '25 — $1.5BApr '25 — $1.5BMay '25 — $1.5BJun '25 — $1.5BJul '25 — $1.5BAug '25 — $1.5BSep '25 — $1.5BOct '25 — $1.5BNov '25 — $1.5BDec '25 — $1.5BJan '26 — $1.5BFeb '26 — $1.5BMar '26 — $2.56BApr '26 — $2.56BMay '26 — $2.56BJun '26 — $2.56B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$2.56Bregulatory AUM
Discretionary $2.56B