Julian Ricardo Siri
Advisor at Investire LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
7 years
Location
Remote
Investire LLC
Supported
Total advisors
2Clients per advisor
49 TypicalAvg AUM per client
$252,526 Very LowHNW client ratio
7% Very LowAbout
Julian Siri is a financial advisor at Investire LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Superavit for four years. Outside of Investire, he is the owner and advisor of Superavit Asset Management SAS in Argentina, where he provides investment advisory services. Investire LLC offers discretionary portfolio management and advisory services to individual, high-net-worth, and a broad institutional client base, including sovereign wealth funds and other investment advisers. The firm combines quantitative models with fundamental and technical analysis, employing both tactical and strategic asset allocation, and manages assets for a notable non-U.S. clientele.
Fee options
Flat fees may be charged and billed monthly, quarterly, or annually; exact amounts are negotiable and specified in client agreements.
Negotiable up to a maximum of 2.0% annually
Performance fees up to a maximum of 20%, charged quarterly or annually, for qualified clients complying with SEC Rule 205-3.
Account minimum: $100,000 Fee-only: Annual advisory fees up to a maximum of 2.0% annually, negotiable; fees are charged based on assets under management.
Most active in
Julian S has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
7 years of industry experience
Investire LLC
2018 - Present • 8 years
Buenos Aires
Superavit
2014 - 2018 • 4 years
Buenos Aires
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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