The DAVIVIENDA INVESTMENT ADVISOR USA is a privately held investment adviser that advises $120.2mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. DAVIVIENDA INVESTMENT ADVISOR USA is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 1.2% over the last 2-years.
The Group has been registered with the SEC for 3.63 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1110 BRICKELL AVENUE SUITE 900B, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 300% over the last 3-years.
Their $120.2mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Banking of Thrift Institutions clients own $77.22mn or 64.24% of Total Assets and Individuals own $42.99mn or 35.76% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Banking of Thrift Institutions and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
DAVIVIENDA INVESTMENT ADVISOR USA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.