Lafise Global Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Lafise Global Advisors lists high-net-worth individuals, banking or thrift institutions and insurance companies as clients. Of its assets, 100.0% ($699M across 10 accounts) are managed with discretion. Of its clients, 100% are outside the U.S.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | <1% |
| Banking or thrift institutions | Fewer than 5 | 90% |
| Insurance companies | Fewer than 5 | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $1.9M | 0.3% | — |
| Banking or thrift institutions | Fewer than 5 | $628M | 89.8% | — |
| Insurance companies | Fewer than 5 | $69.5M | 9.9% | — |
| Total | Not reported | $699M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.9M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $628M
- AUM share
- 89.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $69.5M
- AUM share
- 9.9%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $699M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Lafise Global Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Aromaz LLC owns 75% or more of Lafise Global Advisors and is in turn owned by Robert Zamora (75% or more). It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- Owns 75% or more of Lafise Global Advisors LLC
Aromaz LLC
since June 2024
- Owns 75% or more of Aromaz LLC
Robert Zamora
Control person · since June 2024
Lafise Global Advisors’ regulatory assets grew Infinity× from $0 (June 2024) to $699M (March 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $699M | 0 | 3 | 1 |
| May 2025May 2025 | $544M | 5 | 2 | 1 |
| Jun 2024June 2024 | $0 | 0 | 2 | 1 |
Besides its headquarters, Lafise Global Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2340 S. Dixie Highway, MiamiHQ
Contact and registration details
- Legal name
- Lafise Global Advisors LLC
- Headquarters
- 2340 S. Dixie Highway, Miami, FL 33133
- Website
- Not reported
- Phone
- 305-374-6001
- SEC file
- 801-130311
- Structure
- Florida LLC
- Fiscal year end
- December
Lafise Global Advisors’ named custodians for separately managed accounts are Stonex Securities ($623M, 89%), Interactive Brokers ($40M, 6%) and Pershing ($36.5M, 5%). Lafise Global Advisors does not have custody of client assets.
- Stonex SecuritiesStonex Securities Inc. · Birmingham, AL · $623M89%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $40M6%
- PershingPershing LLC · Jersey City, NJ · $36.5M5%
At year end, Lafise Global Advisors’ separately managed accounts were mostly in bonds (98%).
What the accounts hold
- Stocks1%
- Funds1%
- Bonds98%
- Sovereign bonds49%
- U.S. government and agency bonds30%
- Investment grade corporate bonds10%
- High-yield corporate bonds9%
What services does Lafise Global Advisors offer?
Lafise Global Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Lafise Global Advisors use?
Lafise Global Advisors’ separately managed account assets are held at Stonex Securities Inc. (Birmingham, AL), with $623M, Interactive Brokers LLC (Greenwich, CT), with $40M and Pershing LLC (Jersey City, NJ), with $36.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Lafise Global Advisors have?
Lafise Global Advisors has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are 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 Lafise Global Advisors invest in?
At the end of its last fiscal year, Lafise Global Advisors’ separately managed accounts held 49% sovereign bonds, 30% U.S. government and agency bonds, 10% investment grade corporate bonds, 9% high-yield corporate bonds, 1% exchange-traded equities and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lafise Global Advisors?
Lafise Global Advisors is owned through a holding company by Robert Zamora. Its direct owner is Aromaz LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Lafise Global Advisors get paid?
Lafise Global 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 Lafise Global Advisors?
Lafise Global Advisors’ main office is at 2340 S. Dixie Highway, Miami, FL 33133. Its phone number is 305-374-6001.