EuroCapital Advisors provides portfolio management for individuals and small businesses.
EuroCapital Advisors reports 9 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $104M across 9 accounts are not. Of its clients, 90% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 9 | $104M | 100.0% | $11.5M |
| Total | 9 | $104M | 100% | $11.5M |
- Clients
- 9
- Regulatory AUM
- $104M
- AUM share
- 100.0%
- Avg. per client
- $11.5M
Total
- Clients
- 9
- Regulatory AUM
- $104M
- AUM share
- 100%
- Avg. per client
- $11.5M
- Clients outside the U.S.
- 90%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
EuroCapital Advisors charges 0.375%–1.00% a year for its Asset Management Program. The fee is billed in arrears and is negotiable.
Fee details and sources
Patricio Diez Romero-Valdespino owns 50% to 75% of EuroCapital Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Eurocapital Advisors, Inc
Patricio Diez Romero-Valdespino
Control person · since January 2003
- Owns 50% to 75% of Eurocapital Advisors, Inc
Pablo Alonso
Control person · since January 2003
EuroCapital Advisors’ regulatory assets fell from $115M (March 2021) to $104M (March 2026); clients fell from 14 to 9 and employees from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $104M | 9 | 2 | 1 |
| Mar 2025March 2025 | $101M | 12 | 2 | 1 |
| Feb 2024February 2024 | $100M | 11 | 2 | 1 |
| Mar 2023March 2023 | $103M | 12 | 2 | 1 |
| Feb 2022February 2022 | $115M | 13 | 2 | 1 |
| Mar 2021March 2021 | $115M | 14 | 3 | 1 |
Besides its headquarters, EuroCapital Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1001 Brickell Bay Drive, Suite 2700, MiamiHQ
Contact and registration details
- Legal name
- Eurocapital Advisors, Inc
- Headquarters
- 1001 Brickell Bay Drive, Suite 2700, Miami, FL 33131
- Website
- eurocapital-advisors.com
- Phone
- 786-621-5858
- SEC file
- 801-63396
- Structure
- Florida corporation
- Fiscal year end
- December
EuroCapital Advisors’ named custodians for separately managed accounts are Pershing ($36.4M, 36%), Banco Santander International ($32M, 32%) and Credit Suisse Bank ($31.9M, 32%). EuroCapital Advisors does not have custody of client assets.
- PershingPershing Advisor Solutions LLC · Jersey City, NJ · $36.4M36%
- Banco Santander InternationalBanco Santander International · Miami, FL · $32M32%
- Credit Suisse BankCredit Suisse Bank · Zurich · $31.9M32%
At year end, EuroCapital Advisors’ separately managed accounts were mostly in funds (54%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds54%
- Bonds17%
- U.S. government and agency bonds15%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash6%
How many clients does EuroCapital Advisors have?
EuroCapital Advisors has 9 clients and manages $104 million for them, as of March 2026. They include 9 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does EuroCapital Advisors offer?
EuroCapital Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does EuroCapital Advisors charge?
EuroCapital Advisors charges 0.375%–1.00% a year for its Asset Management Program. The fee is billed in arrears and is negotiable.
Source: EUROCAPITAL ADV PART 2A BROCHURE 2025, filed 4 March 2026
Which custodians does EuroCapital Advisors use?
EuroCapital Advisors’ separately managed account assets are held at Pershing Advisor Solutions LLC (Jersey City, NJ), with $36.4M, Banco Santander International (Miami, FL), with $32M and Credit Suisse Bank (Zurich), with $31.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does EuroCapital Advisors have?
EuroCapital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does EuroCapital Advisors invest in?
At the end of its last fiscal year, EuroCapital Advisors’ separately managed accounts held 54% pooled vehicles (private funds and similar), 23% exchange-traded equities, 15% U.S. government and agency bonds, 6% cash and equivalents, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EuroCapital Advisors?
EuroCapital Advisors’ direct owners are Patricio Diez Romero-Valdespino (50% to 75%) and Pablo Alonso (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does EuroCapital Advisors get paid?
EuroCapital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact EuroCapital Advisors?
EuroCapital Advisors’ main office is at 1001 Brickell Bay Drive, Suite 2700, Miami, FL 33131. Its phone number is 786-621-5858. Its website is eurocapital-advisors.com.