Eurocapital Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EuroCapital provides investment advice and wealth management services to high‑net‑worth individuals, families, trusts, estates and charitable organizations through an Asset Management Program and an Advisory Referral Program. The firm manages roughly $103.6 million across a small number of accounts and generally works with account sizes that exceed typical retail thresholds.
Clients may elect discretionary or non‑discretionary arrangements; in practice EuroCapital operates primarily on a non‑discretionary basis, rebalancing and trading with client authorization and monitoring accounts through periodic reviews. The firm uses a combination of fundamental analysis and modern portfolio theory to build asset‑class allocations and routinely collaborates with third‑party money managers and clients’ other professional advisers.
EuroCapital discloses a material non‑U.S. client base and formal affiliations with other investment advisers and private fund entities, including shared‑director and mutual‑referral arrangements noted in its Form ADV. The mix of an international client focus, a small roster of relatively large accounts, and a predominance of non‑discretionary mandates is uncommon among peers in its supported‑firm category.
Client services
Expertise
Demographic focus
Fee options
$0 - $25,000,000: 0.75% - 1.00% annually $25,000,000 - $50,000,000: 0.50% annually $50,000,000+: 0.375% annually
Main office
1001 Brickell Bay Drive, Suite 2500
Miami FL 33131
Advisors at this office
2
Most active in
Florida
Also doing business as
Eur.Ocapital Advisors, Inc · Eurocapital Advisors, Inc · Eurocapital Advisors, Inc. · Eurocapital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Pablo A
Series 63, Series 65
Miami, FL
Eurocapital Advisors, Inc
Pablo Alonso is a financial advisor at Eurocapital Advisors, Inc with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eurocapital Advisors since 2003. Outside of his advisory role, he serves as Vice President in Private Banking at Banco Santander Central Hispano Internacional. Eurocapital Advisors, Inc provides investment advice and wealth management services primarily to high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $103.6 million, focusing on larger account sizes and operating mainly on a non-discretionary basis using fundamental analysis and modern portfolio theory.
Patricio D
Series 66
Miami, FL
Eurocapital Advisors, Inc
Patricio Diez Romero Valdespino is a financial advisor at Eurocapital Advisors, Inc. in Miami, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Eurocapital Advisors since 2003. Outside of his advisory role, Patricio serves as a Director of COBAS LUX SICAV & Alternative Fund SICAV, where he oversees governance and service providers. Eurocapital Advisors provides portfolio management and financial planning for high-net-worth individuals, families, trusts, estates, and charitable organizations. The firm emphasizes a blend of fundamental analysis and Modern Portfolio Theory to create customized asset allocations and often structures relationships on a non-discretionary basis while coordinating with clients’ other advisors.
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