Ucap Americas is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 27, 2026, reports $208M in regulatory assets under management, 14 employees, and 184 accounts.
Assets Under Management
$208M
Employees
14
Offices
--
Total Clients
189
Primary office
MIAMI, FL
1221 BRICKELL AVENUE, SUITE 2040, MIAMI, FL, United States
Top client segmentCorporations represent 48.7% of total clients.
Top client categories% of clientsClients
1
Corporations
48.7%
92
2
HNWI
46.6%
88
3
Individuals
4.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 27, 2026
Discretionary85.8%
$179M
86% of total RAUM85.8%
Non-discretionary14.2%
$30M
14% of total RAUM14.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$208M
Total Accounts184
10Y AUM Change+$82M (+64.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee14:1
10Y Employee Change+9 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.