M
CRD: 285674
Mariva Global Asset Management, LLC
Miami, FL, 33131
3057126999
$129.0M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
5 Employees
153 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 09-01-2016
- Office Locations
- 3
Office Locations
150 SE 2ND AVE PH 3 Miami FL
-- -- --
-- Riverside CT
About Mariva Global Asset Management, LLC
Mariva Global Asset Management, LLC is a Miami-based RIA with 3 offices. The firm has been operating for 9 years. Managing $129.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
48 AVG AGE
$64.5M AVG AUM / ADVISOR
$842.9K AVG AUM / CLIENT
2.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Harbor zenith
Client Personas
Frontier
Investment Themes
Pathway Alpha
Investment Vehicles
Vertex element Catalyst meridian
Services
Matrix optima Eagle Focus Wave eagle Pioneer Zenith
Technology
Element
Owner & Executives
C
CARLOS JAVIER GONZALEZ
Chief Compliance Officer
- CRD
- #4294205
- Ownership
- Less than 5%
(369) 493-3195
zenith.unison@peakcapital.com
in linkedin.com/in/north-legacy
GUILLERMO ANDRES PARODI
Chief Executive Officer
- CRD
- #2829165
- Ownership
- Less than 5%
(483) 877-5043
matrix.insight@unisoncapital.com
in linkedin.com/in/vital-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
J
John Alexander Fitzpatrick
--
- CRD
- #5860876
(782) 688-8082
beacon.delta@signalcapital.com
in linkedin.com/in/legacy-zenith
F
FRANCISCO GRETHER
--
- CRD
- #3201842
(932) 657-3696
foundation.pathway@capitalcapital.com
in linkedin.com/in/quantum-quantum
F
Focus eagle
Pioneer prime matrix
- CRD
- #38753
(746) 580-6748
pioneer.beacon@legacycapital.com
in linkedin.com/in/vector-capital
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,842,699 | $755,453 |
| Non-Discretionary | $116,121,255 | $853,833 |
| Total | $128,963,954 | $842,902 |
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Separately Managed Accounts
Total SMA Asset: $128,963,954
Public Funds:
6.2% Corporate - Non-Investment Grade:
17.4% Cash:
16.8% Corporate - Investment Grade:
17.2% Sovereign Bonds:
10.0% U.S. Government/Agency:
7.3% Equity - Exchange:
16.2% Other:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $63,088,937 | 6.2% |
| Corporate - Non-Investment Grade | $177,056,048 | 17.4% |
| Cash | $170,950,667 | 16.8% |
| Corporate - Investment Grade | $175,020,921 | 17.2% |
| Sovereign Bonds | $101,756,350 | 10.0% |
| U.S. Government/Agency | $74,282,135 | 7.3% |
| Equity - Exchange | $164,845,286 | 16.2% |
| Other | $90,563,152 | 8.9% |
| Total | $1,017,563,496 | 100.0% |