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Klosters Capital LLC

Multifamily office listing in Miami, Florida, United States.

  • SEC-registered
  • Founded 2016
Regulatory AUM
$496 million
Employees
7
Founded
2016
Published minimum
$1,000,000

Klosters Capital is a multi-family office providing independent global wealth-management and investment advice to high-net-worth clients.12

Overview

Klosters Capital describes itself as an SEC-registered investment adviser with more than 30 years of international wealth-management experience. Its multi-family office model combines highly personalized service, detailed portfolio-position reports, and a monthly market overview.12

The firm provides independent advice for comprehensive global asset-management needs. Its portfolio work includes consolidation, active supervision, diversification, risk management, and ongoing financial analysis.2

Klosters also helps clients evaluate international banks and custodians, reviews financial reports and investment products, and aligns recommendations with client objectives. Its investment guidance spans traditional and alternative investments, including private equity and real estate, with international reach.2

History

Klosters Capital was founded in 2016. The SEC’s Investment Adviser Public Disclosure database lists KLOSTERS CAPITAL under CRD 285582, with an effective registration date of November 10, 2016.13

Leadership

Javier Rodríguez Amblés is Founding and Managing Partner. The firm says he has more than 30 years of experience in finance and previously held executive private-banking roles at Banco Santander and Andbank.1

Raúl Zubillaga, CFA, is Chief Investment Officer. Klosters reports that he has more than 30 years of financial-sector experience, including leadership positions at Santander Private Banking, SunTrust Bank, and Citi Private Bank.1

Nuria Bonaechea Vega is Operations Manager. Her background includes commercial and residential real estate in Miami, along with Series 65 and Florida DBPR credentials.1

Erik Halvorssen is Director, with more than 25 years in international finance and experience advising high-net-worth families in Latin America, the United States, and Europe. Gonzalo Segovia is Director and brings 20 years of wealth-management and investment-banking experience, including work with Santander Private Banking and Ceres Global Advisory.1

Borja Martín de la Torre and Hernán Tapia Lucic are Directors with backgrounds in private banking, investment banking, and financial-sector work across Europe and Latin America.1

Services

Klosters provides discretionary and non-discretionary investment advisory and portfolio-management services. The firm reports that investment decisions are tailored to each client’s objectives, strategies, and risk profile.4

Its asset-control services include fee analysis, operating-cost reviews, asset-allocation assessments, and comprehensive financial-strategy design.2

Through a partnership with Masttro, Klosters offers global asset aggregation and consolidation across financial assets, private equity, real estate, direct company investments, art, and broader wealth structures.2

What the firm offers

  • Investment management
  • Risk and insurance
  • Private and alternative investments
  • Cross-border planning

Client Focus

Klosters serves clients seeking coordinated oversight of complex, internationally held wealth. Its multi-family office approach is designed for families and individuals who value personalized advice, consolidated reporting, portfolio supervision, and access to traditional and alternative investments across global markets.2

Approach

Klosters presents its approach as independent and comprehensive, combining portfolio oversight with bank and custodian selection, product review, diversification, risk management, and ongoing analysis. The firm’s partnership with Masttro extends this approach to a consolidated view of financial and non-financial holdings.2

Assets and Minimums

Klosters reports a cumulative minimum account size of $1,000,000, while retaining discretion to accept lower-value accounts based on individual circumstances.4

The firm reports annual advisory fees ranging from 0.50% to 1.25%, generally paid quarterly in arrears, with a minimum quarterly fee of $1,500.4

By the numbers

Regulatory AUM by year$0K$136M$273M$409M$545M201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 285582. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2017$186 million$2 million$184 million
2018$202 million$2 million$200 million
2019$185 million$6 million$180 million
2020$271 million$37 million$235 million
2021$329 million$51 million$278 million
2022$390 million$59 million$331 million
2023$363 million$52 million$311 million
2025$433 million$79 million$353 million
2026$496 million$57 million$438 million
Average AUM per client by year$0K$10M$20M$31M$41M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 285582. 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$29 million
2019$37 million
2020$27 million
2021$17 million
2022$14 million
2023$13 million
2025$10 million
2026$10 million
Clients by type (2026)High net worth individuals26Corporations12Individuals11
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 285582. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals11
High net worth individuals26
Corporations12
Employees by year02479201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 285582. As of .
Employees reported on Form ADV
YearEmployees
20173
20183
20193
20204
20214
20225
20235
20258
20267

Ranks #17 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 285582. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Is Klosters Capital registered with the SEC?

Yes. The SEC’s IAPD lists KLOSTERS CAPITAL, CRD 285582, as SEC-approved, with an effective registration date of November 10, 2016.3

What types of investments does Klosters Capital advise on?

Klosters advises on traditional and alternative investments, including private equity and real estate, with an international investment perspective.2

What account minimum does Klosters Capital report?

The firm reports a cumulative minimum account of $1,000,000, although it may accept lower-value accounts at its discretion based on the circumstances.4

  • LocationMultifamily offices in Miami

    Readers comparing firms in South Florida can use this page to understand the Miami multifamily office market and the types of clients served there. It offers regional context for assessing how Klosters Capital's global wealth management, investment advice, risk planning, and private investment services may relate to a family's location and needs.

  • Network siteOffshoreTrusts.com

    These guides explain how offshore and international trusts can affect asset ownership, succession, reporting, and cross-border planning. They may help business owners and internationally connected families identify questions for advisers about foreign assets, insurance, private investments, and coordination with legal and tax professionals.

  • GuideMFO vs SFO vs virtual family office

    This comparison outlines how multifamily offices differ from single family offices and virtual family offices in structure, staffing, control, and cost. A family considering Klosters Capital can use it to think through whether independent investment management, risk advice, and access to private alternatives match the support it wants.

  • GuideQuestions to ask a multifamily office

    The questions on this page can help a prospective client prepare for an initial conversation with a multifamily office. They cover investment approach, fees, risk management, private investments, communication, and cross-border planning, giving a business owner or family a practical way to compare advisory arrangements.

  • Similar firmsAulestia Wealth Management, Inc.
    Barclay Breland Family Office
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    Profiles of Aulestia Wealth Management, Barclay Breland Family Office, and Bayshore Capital Advisors provide additional firms to review when researching wealth management options. Comparing their stated services, client focus, and geographic reach with Klosters Capital's global advice, insurance work, private investments, and cross-border planning can clarify priorities.

Sources

  1. Klosters Capital, Nuestro Equipo
  2. Klosters Capital, Servicios
  3. SEC IAPD, KLOSTERS CAPITAL, CRD 285582
  4. Klosters Capital 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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