{"url":"https://nivawealth.com/firms/eurocapital-advisors-126163","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/126163","regulatoryAum":103595993,"crd":"126163","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4365608","suffix":null,"lastName":"ALONSO","firstName":"PABLO","middleName":null},{"crd":"4208121","suffix":null,"lastName":"DIEZ 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City, NJ","smaAssets":36379917},{"name":"Banco Santander International","shortName":"Banco Santander International","location":"Miami, FL","smaAssets":32014630},{"name":"Credit Suisse Bank","shortName":"Credit Suisse Bank","location":"Zurich","smaAssets":31928851}],"custodyNote":"EuroCapital Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Pablo Alonso","title":"Managing Member","crd":"4365608"},{"name":"Patricio Diez Romero-Valdespino","title":"CCO & Managing Member","crd":"4208121"}],"ownership":[{"label":"Patricio Diez Romero-Valdespino","detail":"Cco & managing member in the 50% to 75% ownership band and a control person, since January 2003."},{"label":"Pablo Alonso","detail":"Managing member in the 50% to 75% ownership band and a control person, since January 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1001 Brickell Bay Drive, Suite 2700","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"786-621-5858","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":15},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":54},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"4 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/126163/PDF/126163.pdf","brochureDate":"4 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014493","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does EuroCapital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does EuroCapital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does EuroCapital Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does EuroCapital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does EuroCapital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does EuroCapital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns EuroCapital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does EuroCapital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact EuroCapital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}