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MARIVA Global Asset Management, LLC

Updated today

Client assets under management

$73,545,578

Clients

109

50% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

27

Low

Average account size

$674,730

About

Mariva Global Asset Management (MGAM) provides portfolio management and financial planning to high‑net‑worth and other individual clients as well as corporate and institutional clients, managing primarily separate accounts. The firm offers investment supervisory services, financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, typically charging fees based on assets under management.

MGAM uses a mix of fundamental, technical and macroeconomic analysis and emphasizes asset allocation, diversification, valuation and forward‑looking scenario‑based risk management to shape client portfolios. The firm may be granted discretionary authority for ongoing supervision but also accommodates client‑directed brokerage and client‑imposed investment restrictions.

MGAM discloses an affiliated broker‑dealer, Mariva Capital Markets, and that its management or associated persons are registered with that affiliate, a relationship the firm identifies as a potential conflict when effecting client trades. The firm also states it will not have custody of client assets, conducts regular trading reviews, and permits block trading across accounts—operational features that are less common among peers.

Client services

Portfolio management

Expertise

Wealth management General tax planning

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Fee options

Percentage

$1 - $499,999: 2.0% $500,000 - $1,500,000: 1.5% Above $1,500,000+: 1.0%

Project-based

$250 per hour for financial planning services

Other

Account minimum: $100,000

Main office location

MARIVA Global Asset Management, LLC

150 Se 2 Nd Ave, Ph 3

Miami FL 33131, United States

Number of offices

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

Advisors at this firm

user avatar

John F

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

John Fitzpatrick is a financial advisor at MARIVA Global Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC for 15 years. Fitzpatrick is a part owner of FitzAlv Investments, a family company involved in import and export activities that is currently inactive. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, and scenario-based risk management.

Wealth management General tax planning
user avatar

Issa H

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining MARIVA in 2022, Hurtado worked at Creand Securities and Banco Sabadell. Outside of finance, Hurtado owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and scenario-based risk management.

Wealth management General tax planning
user avatar

Javier M

CFA®, Series 63, Series 65

Miami, FL

MARIVA Global Asset Management, LLC

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

Wealth management General tax planning
user avatar

Francisco G

Series 63, Series 65

Miami, FL

MARIVA Global Asset Management, LLC

Francisco Grether is a financial advisor at Mariva Global Asset Management, LLC with 17 years of industry experience. He has previously worked at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He is also a managing director at Mariva Capital Markets, a related broker-dealer. Mariva Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and risk management.

Wealth management General tax planning
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