A complete list of active advisors currently associated with Kotini Capital Advisors LLC
Warmer can help you find a great advisor at Kotini Capital Advisors LLC or one who fits your needs even better.
Kotini Capital Advisors is a newly formed, state‑registered investment adviser that provides tailored asset management and fee‑based financial planning to individuals, high‑net‑worth clients, trusts, estates, foundations, endowments and small businesses. The firm offers ongoing portfolio monitoring, rebalancing and the option to implement strategies directly or via recommended third‑party money managers. The firm’s investment philosophy follows an institutional “endowment model,” emphasizing broad diversification, an equity‑oriented allocation and, for eligible clients, meaningful exposure to alternative and less liquid investments such as private funds and other direct participation investments. Portfolios are implemented using a mix of ETFs, mutual funds, separate accounts, third‑party managers and private investment vehicles, with discretionary authority used to align allocations with each client’s objectives, risk tolerance, liquidity needs and tax considerations. Kotini Capital Advisors is distinctive among small independent advisers for having affiliated businesses — including a virtual family office that offers advanced tax, legal and lifestyle planning and an insurance firm that sells insurance products — relationships the brochure discloses may produce additional compensation and potential conflicts of interest. The firm also conducts due diligence on illiquid direct participation investments and special‑circumstance DPI strategies (often with sponsor minimums near $100,000 and accredited‑investor suitability), and it reported no assets under management as of the brochure date.
To learn more about the advisors currently working at Kotini Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 0
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