Mario Enrique Ros
Advisor at Mora Capital Management, LLC — Miami, FL
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.
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
CFA®, Series 66
Experience Industry experience
4 years
Location
Miami, FL 33131
Mora Capital Management, LLC
Multi-team
Mario Ros is a CFA® charterholder and holds a Series 66 license, currently with Mora Capital Management, LLC. He has four years of industry experience, including roles at UBS Financial Services and Citigroup. Outside of his advisory work, he manages a rental property through an entity he oversees. Mora Capital Management provides investment management and family-wealth advisory services to institutional and non-institutional clients, including high net worth individuals. The firm uses an open-architecture investment process that integrates fundamental and technical analysis, third-party manager selection, and customized solutions tailored to client objectives.
Based on Mora Capital Management, LLC
Flat fee arrangements available, including administrative services fees and fixed quarterly fees negotiated with clients
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000,000+: 0.50%
Performance fees negotiated individually, generally ranging from 5% to 20% of performance above agreed hurdle rate with High-Water Mark; charged in addition to fixed management fee
Account minimum: $250,000 Minimum fee: Minimum fee of $500.00 per quarter (can be waived at Adviser’s discretion) Fee-only: Flat fee arrangements possible, including fixed quarterly fees negotiated separately; fees based on percent of AUM and flat fees are negotiable
Miami, FL
1450 Brickell Avenue, Suite 2900
Miami FL 33131
Advisors at this office
30
Florida
4 years of industry experience
UBS Financial Services
2024 - Present • 2 years
Miami, FL
Citigroup
2021 - 2024 • 3 years
Miami, FL
Citigroup
2019 - 2021 • 2 years
Miami, FL
Citigroup
2018 - 2019 • 1 year
Miami, FL
V&E Restaurant Group
2017 - 2018 • 1 year
Miami, FL
Unemployed
2016 - 2017 • 1 year
Miami, FL
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Real estate agent
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Other specialized services
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