Wm Partners, Lp is a financial advisory firm based in Aventura, Florida. It currently has approximately $855,342,811 of assets under management and employs about 17 people. Wm Partners, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Evolution Wealth Advisors, LLC (EWA) is a registered investment adviser based in Aventura, FL, established in 2016. EWA offers investment advisory services through a Wrap Fee Program administered by custodians Charles Schwab & Co., Inc., StoneX Financial, Inc., and IBKR Securities Services, LLC. The Program provides discretionary asset management services for a single fee covering account management, brokerage, custody, and administrative services. EWA's fee structure is based on a percentage of assets under management, with negotiable fees for relationships over $10 million. The firm generally works with clients investing over $1,000,000, with a minimum yearly fee if the account falls below this threshold. EWA's investment strategies include long-term and short-term purchases, margin transactions, and option strategies. The firm uses various methods of analysis, including manager analysis, fundamental analysis, technical analysis, and charting. EWA conducts annual reviews of client accounts and provides regular reports on holdings and performance. The firm has a Code of Ethics, addressing personal trading, conflicts of interest, and compliance with securities laws. EWA compensates third-party promoters for client referrals and receives economic benefits from Schwab Advisor ServicesTM. The firm discloses its relationships with AV Securities, Inc. and AV Asset Management, Inc., and details its proxy voting and class action procedures. EWA has no disciplinary events to report and maintains client confidentiality.

Omnia Family Wealth, LLC is a registered investment advisor established in September 2015 and located in Aventura, FL. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. Omnia Family Wealth serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including comprehensive financial planning and discretionary/non-discretionary management of investment portfolios. Investment strategies are primarily based on fundamental analysis, focusing on economic and business indicators. Clients have the option to place restrictions on their investments, and the firm may recommend investments in private investment vehicles under certain conditions. The fee structure ranges from 0.20% to 1.00% based on the assets under management. Omnia Family Wealth does not charge performance-based fees and does not accept proxy-voting responsibility for clients. The firm has not had any disciplinary events and maintains a Privacy Policy to protect clients' personal information. Clients are encouraged to review statements provided by the Custodian and compare them to reports provided by the firm.

FitzRoy Investment Advisors LLC is a registered investment adviser specializing in non-discretionary investment management services for high net-worth individuals and trusts. Established by Jose A. Fernandez, the firm offers tailored asset allocation recommendations for clients, including investments in various vehicles managed by professional managers. FitzRoy emphasizes capital preservation and individualized portfolio strategies. The firm charges an annual advisory fee ranging from 0.35% to 0.45% of assets under management, negotiable based on client characteristics. Clients must generally have a liquid net worth of $15 million, which may be waived at the firm's discretion. FitzRoy does not engage in wrap fee programs or receive compensation for client referrals. The firm does not have discretionary authority over client accounts and does not vote client securities. Clients receive monthly written reports and have custody of their assets held at third-party custodians. FitzRoy does not have any financial conditions impairing its ability to meet client commitments. The firm has not been subject to a bankruptcy petition in the past ten years.

CV Advisors LLC, established in March 2009 and registered with the SEC since August 2012, is a boutique asset management firm based in Aventura, Florida. The firm specializes in providing investment advisory services to high-net-worth individuals, families, trusts, and various entities. They offer both discretionary and non-discretionary investment services, focusing on asset allocation analysis, security selection, and portfolio monitoring. The firm's investment strategies include fixed income securities, ETFs, equity securities, private equity funds, and alternative investments. Clients typically pay an annual advisory fee based on a percentage of assets under management, ranging from 0.35% to 0.70%, with a minimum annual fee of $250,000. CV Advisors does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm has not been involved in any legal or disciplinary events. Clients have the option to invest in affiliated private pooled investment vehicles, with a minimum investment of $100,000. CV Advisors does not have custody of client funds but provides ongoing monitoring and reporting of client portfolios. The firm does not receive compensation for client referrals and has established proxy voting policies and procedures. CV Advisors maintains financial stability and has not faced any bankruptcy petitions.

Tca Fund Management Group is a financial advisory firm based in Aventura, Florida. It currently has approximately $496,835,822 of assets under management and employs about 46 people. Tca Fund Management Group uses a fee structure of a percentage of assets under your management, performance-based fees and clients reimburse certain investment management expenses.

Activest Wealth Management, LLC is a registered investment adviser established in 2011 in Florida and registered with the SEC since June 14, 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and objectives. Clients may grant discretionary authority for account management, allowing Activest to make investment decisions without prior approval. The firm provides sub-advisory and consulting services to institutional clients, reporting services, family office services, and financial planning services. Activest primarily advises on various securities based on client goals and objectives. The firm's fee structure is negotiable, with fees based on the market value of assets under management. Activest may charge performance-based fees for qualified clients. The firm's investment strategies include income, conservative, moderate, and growth, with a focus on diversification and risk control. Activest emphasizes client privacy and safeguards nonpublic personal information. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients.

Brasil Capital Adviser LLC, located in Aventura, FL, is a registered investment adviser specializing in providing investment management services primarily for institutional and accredited clients on a discretionary basis. Established in July 2020, the firm is led by professionals with extensive experience in the Brazilian equities market. The firm's investment strategy focuses on value investing in Brazilian listed equities, with the flexibility to invest in non-Brazilian equities as well. Clients can expect a diversified portfolio with investments allocated on a pro rata basis. As of March 10, 2025, the firm managed assets totaling US$123,308,295.60 on a discretionary basis. Fees are typically between 1% and 2% per annum, with additional performance fees ranging from 20% to 25%. Clients may impose reasonable restrictions on their accounts, and the firm does not participate in wrap fee programs. Brasil Capital Adviser exercises investment discretion in selecting securities aligned with clients' objectives and observes strict personal trading policies to avoid conflicts of interest. The firm reviews client portfolios continuously and has adopted proxy voting policies to act in the best interests of clients. No material changes have been made to the firm's practices since March 8, 2024. For more information, clients can contact Christian Klotz, the Chief Executive Officer.

RVX Asset Management LLC, established in 2015, specializes in investment opportunities across Emerging and Frontier debt and equity markets. The firm provides discretionary advisory services to separately managed accounts, charitable organizations, and private investment vehicles. RVX's fee structure is typically asset-based, ranging from 25 to 150 basis points annually, with fees varying based on negotiated terms. The firm does not participate in Wrap Fee Programs and had approximately $100 million in assets under management as of December 31, 2024. RVX exercises investment discretion for client accounts, making decisions on securities, amounts, brokers, and commission rates in line with client objectives. The firm has a Business Continuity Plan in place to address various disaster scenarios and maintains an information security program to protect client data. RVX has a Chief Compliance Officer overseeing compliance with federal securities laws, and the investment team has extensive experience and relevant academic qualifications, including the CFA designation and graduate degrees. Clients receive quarterly reports and have access to a privacy policy, proxy voting policy, and information on the firm's compliance program.