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FitzRoy Investment Advisors LLC

Multifamily office listing in Aventura, Florida, United States.

  • SEC-registered
  • Founded 2011
Regulatory AUM
$1.0 billion
Employees
9
Clients
1-10
Founded
2011

Independent multi-family office serving high-net-worth families and individuals through customized investment advice, portfolio oversight, and consolidated reporting.347

Overview

FitzRoy Investment Advisors LLC is an active Florida foreign limited liability company and a U.S. Securities and Exchange Commission registered investment adviser under CRD 174342. The firm describes itself as an independent multi-family office serving high-net-worth families and individuals.1234

History

FitzRoy says it was founded in 2011.3

Leadership

José Andrés Fernández is Managing Partner and a founder. The firm says he previously spent more than 30 years in banking and finance, including at UBS. Catarina Silva is COO and Finance VP, with prior experience at Morgan Stanley, UBS, Roland Berger, and PepsiCo.5

Other listed team leaders include Alfredo Gonzalez, Client and Operations Director; Nicholas Jimenez, Client and Investments Director; and Aloisio Guimarães, Reconciliation and Reporting Director. FitzRoy reports more than 7 decades of combined team experience across markets, banking, and corporate finance.56

Services

FitzRoy provides multi-custodian consolidated reporting, customized asset allocation, portfolio oversight, independent fund and manager selection, tactical investing, and pricing advisory.7

The firm provides non-discretionary recommendations for customized allocations to separately managed accounts, mutual funds, exchange-traded funds, hedge funds, private equity funds, and other pooled vehicles.8

What the firm offers

  • Investment management
  • Private and alternative investments

Client Focus

FitzRoy serves high-net-worth families and individuals. The firm reports a minimum initial client liquid net worth of generally $15 million, subject to waiver at its discretion.49

Approach

FitzRoy says it uses an open-architecture approach without affiliations or fee-sharing agreements with investment managers or custodians. The firm monitors client portfolios at least monthly and periodically reviews the performance of recommended managers and funds.1011

Assets and Fees

FitzRoy reports regulatory assets under management of $1,042,976,788 in its Form ADV filing dated March 31, 2026. The firm reports annual advisory fees ranging from 0.35% to 0.45% of client advisory assets under management.29

By the numbers

Regulatory AUM by year$0K$287M$574M$860M$1.1B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 174342. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$365 million$0$365 million
2017$365 million$0$365 million
2018$392 million$0$392 million
2019$393 million$0$393 million
2020$442 million$0$442 million
2021$513 million$0$513 million
2022$595 million$0$595 million
2023$582 million$582 million$0
2025$1.0 billion$0$1.0 billion
2026$1.0 billion$0$1.0 billion
Average AUM per client by year$0K$8M$17M$25M$33M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 174342. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$30 million
2019$16 million
2020$12 million
2021$11 million
2022$12 million
2023$11 million
2025$15 million
2026$13 million
Employees by year0257102016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 174342. As of .
Employees reported on Form ADV
YearEmployees
20166
20176
20185
20195
20204
20216
20227
20236
20259
20269

Ranks #9 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 174342. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Is FitzRoy Investment Advisors LLC registered?

Yes. FitzRoy Investment Advisors LLC is registered with the U.S. Securities and Exchange Commission as an investment adviser under CRD 174342.2

What investment services does FitzRoy provide?

Its services include consolidated reporting, customized asset allocation, portfolio oversight, manager and fund selection, tactical investing, pricing advisory, and non-discretionary recommendations across several public and private investment vehicles.78

What client asset level does FitzRoy generally require?

The firm reports a minimum initial client liquid net worth of generally $15 million, with the possibility of a waiver at its discretion.9

  • LocationMultifamily offices in Aventura

    The Aventura directory helps a family or owner compare nearby multifamily office options by service focus and client fit. Reviewing other firms can clarify what to ask about investment management, private investments, alternative investments, and consolidated reporting before contacting FitzRoy.

  • Network siteCorporateVentureCapital.com

    CorporateVentureCapital.com offers a reference point for business owners exploring private and alternative investment opportunities. Its listings can help distinguish corporate venture capital from a multifamily office relationship, and prompt questions about access, risk, liquidity, and whether an investment approach fits family wealth planning.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides background, resources, and community connections for wealthy families considering how to organize investment oversight. Readers can use it to explore single family office practices, compare governance questions, and prepare for discussions about portfolio management, private investments, and reporting with a multifamily office.

  • GuideOutsourced CIO vs multifamily office

    The Outsourced CIO comparison explains how a delegated investment function differs from a multifamily office serving broader family needs. It can help readers assess whether they mainly need portfolio oversight or also want investment advice, private and alternative investment access, and consolidated reporting.

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    Profiles for Aliya Capital Partners LLC, Alterna Financial, LLC, and Athlon Family Office give readers additional points of comparison. Looking across these firms can help a family or business owner frame questions about investment management, private and alternative investments, client structure, reporting, and the level of coordination they need.

Sources

  1. Florida Division of Corporations
  2. SEC AdviserInfo firm summary
  3. FitzRoy Investment Advisors
  4. FitzRoy Investment Advisors, About Us
  5. FitzRoy Investment Advisors, Our Team
  6. FitzRoy Investment Advisors, About Us
  7. FitzRoy Investment Advisors, Services
  8. FitzRoy Form ADV Part 2A
  9. FitzRoy Form CRS
  10. FitzRoy Investment Advisors, About Us
  11. FitzRoy Form CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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