Mas Advisors LLC
● SEC registered since 2013CRD 165906SEC# 801-77354Coral Gables, FL
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Eileen Fagerholt Control | Senior Vice President | Under 5% | 2023 |
| Francisco Jose Soler Control | Chief Investment Officer, President | Under 5% | 2023 |
| Lisa Rae Hastings Control | Director Of Operations | Under 5% | 2025 |
| Martin Eduardo Rodriguez Control | Controller | Under 5% | 2025 |
| Mas Services LLC Control | Owner | Over 75% | 2022 |
| Ricardo Ramon Calderon Control | Chief Compliance Officer (01/2026), Managing Member And Executive Managing Director | Under 5% | 2013 |
| Ricardo Ramon Calderon Control | Owner | Over 75% | 2016 |
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
| Address | 2121 Ponce de Leon Blvd, Suite 1160, Coral Gables, FL 33134 |
| Phone | 786-364-3101 |
| Fax | 786-701-0728 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.56B▲ 71%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$2.56Bregulatory AUM
Discretionary $2.56B