Futura Asset Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$66,471,168
Clients
13
Advisors
1
of 1 employees
About
Futura Asset Advisors LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and non‑asset‑based consulting to high‑net‑worth individuals, families, foundations, trusts, private investment funds, and U.S. and international institutions. The firm reports managing approximately $114,835,108 in assets and offers ongoing services that include asset allocation across cash, equities, fixed income, mutual funds, exchange‑traded funds and alternative investments.
The firm tailors portfolios to clients’ objectives and risk profiles, employing model portfolios informed by Modern Portfolio Theory and using third‑party investment managers (TPIMs) where appropriate. Futura may allocate a portion of client assets to alternative vehicles such as hedge funds and private equity, and emphasizes implementation through a network of external asset managers and specialists.
Compared with many solo independent advisers, Futura’s client mix and activities are atypical: its brochure identifies institutional and international clients, relationships with private investment funds, and arrangements involving TPIMs and referrals to other advisers. The filing also discloses a recent material change that the firm no longer serves as portfolio manager to private pooled investment vehicles, highlighting an uncommon combination of private‑fund involvement and evolving service arrangements.
Client services
Expertise
Fee options
Fixed fees for consulting services negotiated individually (specific amounts not stated)
Up to 1% of assets under management, negotiable based on portfolio size and other factors
Hourly fees for non-asset based advisory services (specific rates not stated)
Account minimum: $2,000,000 Fee-only: Non-asset based advisory fees including hourly fees and/or fixed fees negotiated on a case-by-case basis
Main office
2121 Ponce De Leon, Suite 405
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida
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.
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