{"url":"https://nivawealth.com/firms/lafise-global-advisors-331244","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/331244","regulatoryAum":699013886,"crd":"331244","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7278758","suffix":null,"lastName":"Navarro","firstName":"Jose","middleName":"Pablo"}],"total":1,"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"},"history":[{"filedOn":"2024-06-27","regulatoryAum":0,"clients":0,"employees":2,"offices":1},{"filedOn":"2025-05-20","regulatoryAum":544453345,"clients":5,"employees":2,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":699013886,"clients":0,"employees":3,"offices":1}],"secFileNumber":"801-130311","legalName":"Lafise Global Advisors LLC","displayName":"Lafise Global Advisors","slug":"lafise-global-advisors-331244","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2340 S.  Dixie Highway","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33133"},"tradeNames":[],"registration":{"secApproved":"21 May 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":1,"brokerDealerReps":1,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":699013886,"discretionary":699013886,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":1896069},{"label":"Banking or thrift institutions","clients":null,"fewerThan5":true,"regulatoryAum":627613147},{"label":"Insurance companies","clients":null,"fewerThan5":true,"regulatoryAum":69504670}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Stonex Securities Inc.","shortName":"Stonex Securities","location":"Birmingham, AL","smaAssets":622565731},{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":39963168},{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":36484985}],"custodyNote":"Lafise Global Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jose Navarro","title":"CEO/CCO","crd":"7278758"}],"ownership":[{"label":"Aromaz LLC","detail":"Shareholder in the 75% or more ownership band, since June 2024."},{"label":"Robert Zamora","detail":"Indirect owner: a shareholder of Aromaz LLC in the 75% or more band and a control person, since June 2024.","parent":"Aromaz LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2340 S.  Dixie Highway","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-374-6001","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":30},{"label":"Sovereign bonds","percent":49},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/331244/PDF/331244.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":"What services does Lafise Global Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Lafise Global Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lafise Global Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lafise Global Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lafise Global Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lafise Global Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lafise Global Advisors?","answer":"Lafise Global Advisors’ main office is at 2340 S.  Dixie Highway, Miami, FL 33133. Its phone number is 305-374-6001.","source":"Form ADV Part 1A, Item 1.F, filed 30 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."}