{"url":"https://nivawealth.com/firms/isf-global-capital-340592","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340592","regulatoryAum":128708258,"crd":"340592","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6844857","suffix":null,"lastName":"Bochnia Stapff","firstName":"Daniel","middleName":null},{"crd":"8176732","suffix":null,"lastName":"HARTWIG","firstName":"MARCELO","middleName":"PIRES"},{"crd":"8178643","suffix":null,"lastName":"LEITE","firstName":"GUILHERME","middleName":"MANZANO DA SILVA"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135459","legalName":"Isf Global Capital Inc.","displayName":"ISF Global Capital","slug":"isf-global-capital-340592","website":"https://velaris.global/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"7981 Waterfield Avenue","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32832"},"tradeNames":[],"registration":{"secApproved":"3 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":532929.0520833334,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":128708258,"discretionary":128708258,"discretionaryAccounts":112,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":69,"regulatoryAum":17402802},{"label":"High-net-worth individuals","clients":27,"regulatoryAum":33758387},{"label":"Pooled investment vehicles","clients":13,"regulatoryAum":77547069}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":42545218}],"custodyNote":"ISF Global Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Bochnia Stapff","title":"President / Director","crd":"6844857"},{"name":"Christy Fabian","title":"Chief Compliance Officer","crd":"5872007"}],"ownership":[{"label":"Daniel Bochnia Stapff","detail":"President / director in the 75% or more ownership band and a control person, since February 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"7981 Waterfield Avenue","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"786-657-1584","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Subscription fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":98}],"privateFunds":0},"sources":{"adv1FilingDate":"4 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340592/PDF/340592.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does ISF Global Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ISF Global Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does ISF Global Capital use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ISF Global Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ISF Global Capital invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ISF Global Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ISF Global Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ISF Global Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 4 September 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."}