ISF Global Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
ISF Global Capital reports 109 clients. They include 69 individual clients, 27 high-net-worth individuals and 13 pooled investment vehicles. Of its assets, 100.0% ($129M across 112 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 14% |
| High-net-worth individuals | 25% | 26% |
| Pooled investment vehicles | 12% | 60% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 69 | $17.4M | 13.5% | $252K |
| High-net-worth individuals | 27 | $33.8M | 26.2% | $1.25M |
| Pooled investment vehicles | 13 | $77.5M | 60.3% | $5.97M |
| Total | 109 | $129M | 100% | $1.18M |
- Clients
- 69
- Regulatory AUM
- $17.4M
- AUM share
- 13.5%
- Avg. per client
- $252K
- Clients
- 27
- Regulatory AUM
- $33.8M
- AUM share
- 26.2%
- Avg. per client
- $1.25M
- Clients
- 13
- Regulatory AUM
- $77.5M
- AUM share
- 60.3%
- Avg. per client
- $5.97M
Total
- Clients
- 109
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ISF Global Capital is paid through a percentage of assets under management and subscription fees; its fees and minimums are set out in its brochures on the SEC website.
Daniel Bochnia Stapff owns 75% or more of ISF Global Capital. The leadership team of ISF Global Capital includes President Daniel Bochnia Stapff and Chief Compliance Officer Christy Fabian. It has 4 employees, 3 of them in advisory roles.
Leadership
- Daniel Bochnia StapffPresident / Director
- Christy FabianChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Daniel Bochnia Stapff
- Marcelo Pires Hartwig
- Guilherme Manzano Da Silva Leite
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Isf Global Capital Inc.
Daniel Bochnia Stapff
Control person · since February 2024
Besides its headquarters, ISF Global Capital has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 7981 Waterfield Avenue, OrlandoHQ
Contact and registration details
- Legal name
- Isf Global Capital Inc.
- Headquarters
- 7981 Waterfield Avenue, Orlando, FL 32832
- Website
- velaris.global
- Phone
- 786-657-1584
- SEC file
- 801-135459
- Structure
- Florida corporation
- Fiscal year end
- December
ISF Global Capital uses Interactive Brokers ($42.5M) as custodian for its separately managed accounts. ISF Global Capital does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $42.5M100%
At year end, ISF Global Capital’s separately managed accounts were mostly in funds (98%).
What the accounts hold
- Stocks2%
- Exchange-traded equities1%
- Non-exchange-traded equities1%
- Funds98%
How many clients does ISF Global Capital have?
ISF Global Capital has 109 clients and manages $129 million for them, as of September 2026. They include 69 individual clients, 27 high-net-worth individuals and 13 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does ISF Global Capital offer?
ISF Global Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does ISF Global Capital use?
ISF Global Capital’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $42.5M. 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 September 2026
How many financial advisors does ISF Global Capital have?
ISF Global Capital has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 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 ISF Global Capital invest in?
At the end of its last fiscal year, ISF Global Capital’s separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns ISF Global Capital?
ISF Global Capital’s direct owner is Daniel Bochnia Stapff (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does ISF Global Capital get paid?
ISF Global Capital is paid through a percentage of assets under management and subscription fees. 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 ISF Global Capital?
ISF Global Capital’s main office is at 7981 Waterfield Avenue, Orlando, FL 32832. Its phone number is 786-657-1584. Its website is velaris.global.