E
$103.6M Total AUM
$0 Disc. AUM
0.1% 3Y CAGR
2 Employees
9 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- OptimaCrest summit +more
- Established Date
- 07-03-2003
- Office Locations
- 1
Office Locations
1001 Brickell BAY Drive Suite 2500 Miami FL
About Eurocapital Advisors, INC
EUROCAPITAL Advisors is an independent Miami-based RIA providing objective, coordinated wealth management for high-net-worth families and entrepreneurs, aligning tax, legal, real estate and insurance specialists around client goals. Portfolios emphasize risk monitoring and cost efficiency, with allocations spanning U.S. government/agency bonds, private funds/alternatives, ETFs and cash. Custody is held at Pershing.
Team overview
-- AVG AGE
$51.8M AVG AUM / ADVISOR
$11.5M AVG AUM / CLIENT
22.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
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Accredited Investors
Peak ridge
Asset Classes
Legacy wave Capital matrix Oak summit Frontier
Client Personas
Peak harbor
Custodian
Alpha value Element Element vital Optima ridge
Investment Themes
Zenith Catalyst Capital summit
Investment Vehicles
Glacier foundation
Services
Meridian Unison oak Signal Summit Oak Peak Vector Zenith
Technology
Quantum Foundation frontier Wave peak
Owner & Executives
P
PABLO ALONSO
Managing Member, President
- CRD
- #4365608
- Ownership
- 50% but less than 75%
(611) 399-3518
focus.harbor@momentumcapital.com
in linkedin.com/in/matrix-value
P
PATRICIO DIEZ ROMERO-VALDESPINO
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #4208121
- Ownership
- 50% but less than 75%
(307) 820-7728
vertex.zenith@legacycapital.com
in linkedin.com/in/oak-alpha
Showing 2 of 2 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $103,595,993 | $11,510,666 |
| Total | $103,595,993 | $11,510,666 |
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Separately Managed Accounts
Total SMA Asset: $103,595,993
Private Funds:
10.1% Equity - Exchange:
8.5% U.S. Government/Agency:
28.4% Cash:
22.5% Corporate - Investment Grade:
19.2% Corporate - Non-Investment Grade:
11.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $353,381,342 | 10.1% |
| Equity - Exchange | $297,400,140 | 8.5% |
| U.S. Government/Agency | $993,666,349 | 28.4% |
| Cash | $787,235,663 | 22.5% |
| Corporate - Investment Grade | $671,774,433 | 19.2% |
| Corporate - Non-Investment Grade | $395,367,244 | 11.3% |
| Total | $3,498,825,171 | 100.0% |