MARIVA Global Asset Management, LLC logo

MARIVA Global Asset Management, LLC

Updated today

Client AUM

$73,545,578

Clients

109

Advisors

6

of 6 employees

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

150 SE 2nd Ave, Ph 3

Miami FL 33131

Advisors at this office

4

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

Juan D

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

Juan Dominguez is a financial advisor at MARIVA Global Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services Inc., BCI Securities, Inc., and Israel Discount Bank of New York. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

Wealth management General tax planning
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

Fernando T

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

Fernando Toledano is a financial advisor at MARIVA Global Asset Management, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Banco de la Nación Argentina for 12 years. His background includes work with Mariva Capital Markets since 2020. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm combines fundamental, technical, and macroeconomic analysis with an emphasis on 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 with MARIVA Global Asset Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He also serves as Managing Director at Mariva Capital Markets, an affiliated broker-dealer. MARIVA Global Asset Management provides portfolio management and financial planning services to high-net-worth individuals, corporate, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis, focusing on asset allocation, diversification, valuation, and scenario-based risk management to manage primarily separate accounts.

Wealth management General tax planning
View complete list of advisors at this firm
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