Firm profile

ALIYA CAPITAL PARTNERS LLC

MIAMI, FLCRD 305988Latest ADV March 30, 2026

Aliya Capital 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 March 30, 2026, reports $5.2B in regulatory assets under management, 18 employees, 1 office, and 187 accounts.

Assets Under Management
$5.2B
Employees
18
Offices
1 office
Total Clients
187
Primary office
MIAMI, FL
1450 BRICKELL AVE, SUITE 2600, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEORoss M. Kestin
CCOYerach N. Holtz

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
113
2
Pooled Investment Vehicles
39.6%
74

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.2Bas of March 30, 2026
Discretionary99.3%
$5.1B
99% of total RAUM99.3%
Non-discretionary0.7%
$37M
1% of total RAUM0.7%
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.

Latest AUM$5.2B
Total Accounts187
10Y AUM Change+$5.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee10:1
10Y Employee Change+15 (+500.0%)

* 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.