ALVARIUM INVESTMENT MANAGERS (US), LLC
  • ALVARIUM INVESTMENT MANAGERS (US), LLC
  • ALVARIUM
  • LJ PARTNERSHIP
  • LJ INVESTMENT ADVISORS LLC
  • ALVARIUM TIEDEMANN ALTI
  • ALVARIUM INVESTMENTS

Adviser Profile

As of Date 11/12/2023
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 131,128,157 -23%
of that, discretionary 131,128,157 -23%
Number of Employees 4 -20%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 6,556,408 35%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

170M 146M 122M 97M 73M 49M 24M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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