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Fitzroy Investment Advisors LLC

Fitzroy Investment Advisors LLC. CRD 174342

Fitzroy Investment Advisors LLC logo

CRD: 174342

Fitzroy Investment Advisors LLC

Aventura, FL, 33180
3475809762
fria.us
$1.0B Total AUM
$0 Disc. AUM
21.4% 3Y CAGR
9 Employees
81 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Pathway
Established Date
12-01-2014
Office Locations
3

Office Locations

21500 Biscayne Boulevard Suite 404 Aventura FL
-- -- --
-- -- FL

About Fitzroy Investment Advisors LLC

FitzRoy Investment Advisors is an independent, Miami-area RIA partnering with high-net-worth families and individuals on personalized wealth management and strategic investment advice. The team draws on backgrounds in markets, banking, and corporate finance and builds portfolios using a mix of ETFs, fixed income, and private fund vehicles, with planning support where needed.

Team overview

27 AVG AGE
$130.4M AVG AUM / ADVISOR
$12.9M AVG AUM / CLIENT
11 yrs AVG TENURE
9 Employees
8 Advisory Reps
0 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Legacy fusion Pathway summit Value peak Insight Bridge Legacy pathway

Client Personas

Timber

Custodian

Ridge pathway North

Investment Themes

Ember Horizon Bridge

Investment Vehicles

Beacon harbor Unison

Platform

Timber value

Services

Capital Legacy ridge Harbor oak Legacy ember

Technology

Momentum crest

Owner & Executives

J

JOSE ANDRES FERNANDEZ

Chief Compliance Officer, Chief Executive Officer, Financial Professional, Managing Member

CRD
--
Ownership
75% or more
(932) 461-1259
peak.glacier@foundationcapital.com
in linkedin.com/in/prime-matrix
C

CATARINA FCA SILVA

Chief Operating Officer

CRD
--
Ownership
Less than 5%
(295) 570-1239
element.delta@momentumcapital.com
in linkedin.com/in/oak-meridian

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Contacts

M

Mauricio Alvarado

Reporting and Operation Analyst

CRD
--
(642) 725-7772
horizon.beacon@pathwaycapital.com
in linkedin.com/in/alpha-ember
N

Noah Ferber

Client and Investments Associate

CRD
--
(462) 725-8605
wave.oak@northcapital.com
in linkedin.com/in/signal-foundation
A

Alpha wave

Atlas eagle momentum

CRD
#96325
(752) 635-4550
element.summit@radialcapital.com
in linkedin.com/in/peak-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-30-2023
03-28-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,042,976,788 $12,876,257
Total $1,042,976,788 $12,876,257

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Separately Managed Accounts

Total SMA Asset: $1,042,976,788

$1.0B Total SMA
Private Funds:
6.6%
Equity - Exchange:
9.7%
Corporate - Investment Grade:
6.3%
Municipal Bonds:
13.1%
U.S. Government/Agency:
17.4%
Corporate - Non-Investment Grade:
20.4%
Cash:
15.9%
Other:
10.6%
Asset class Assets Assets %
Private Funds $83,092,902 6.6%
Equity - Exchange $122,121,386 9.7%
Corporate - Investment Grade $79,315,952 6.3%
Municipal Bonds $164,926,821 13.1%
U.S. Government/Agency $219,063,105 17.4%
Corporate - Non-Investment Grade $256,832,606 20.4%
Cash $200,178,355 15.9%
Other $133,452,237 10.6%
Total $1,258,983,364 100.0%

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