MIAMI, FLCRD 300280Registration Status: ApprovedEffective since April 30, 2026Latest ADV April 24, 2026
Uyana Partners LLC 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 April 24, 2026, reports $115M in regulatory assets under management, 8 employees, 4 offices, and 133 accounts.
Assets Under Management
$115M
Employees
8
Offices
4 offices
Total Clients
74
Primary office
MIAMI, FL
1450 BRICKELL AVENUE, SUITE 2130, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
36
2
HNWI
44.6%
33
3
Insurance Cos.
6.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of April 24, 2026
Discretionary75.8%
$87M
76% of total RAUM75.8%
Non-discretionary24.2%
$28M
24% of total RAUM24.2%
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$115M
Total Accounts133
10Y AUM Change+$6M (+5.3%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee9:1
10Y Employee Change+1 (+14.3%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2019 and 2025. Charts show the most recent available filing segment under this CRD.
* 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.