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Miura Investment Advisors, Inc

Updated today

Client assets under management

$378,518,927

Clients

181

58% high-net-worth

Advisors

9

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

20

Very Low

Average account size

$2,091,265

About

MIURA Investment Advisors provides portfolio management and asset allocation services primarily to individual and high‑net‑worth clients, with an unusual focus on offshore and non‑U.S. individuals, corporations, and other entities. As with many team firms, it charges percentage‑of‑assets fees and manages client accounts using individualized client profiles.

The firm operates on a non‑discretionary basis: clients must approve each transaction and the firm will not accept email instructions, while reviews and supervision are performed on an ongoing basis with formal quarterly reviews. MIURA uses both long‑ and short‑term strategies and employs methods that include technical and cyclical analysis, and it may hire or refer third‑party managers and offer performance‑based fee arrangements to qualified clients.

Distinctive features include that MIURA is treated as having custody of client assets because it can instruct custodians to deduct advisory fees, and it maintains affiliations with broker‑dealers including a FINRA‑member broker‑dealer and offshore broker‑dealers, which can lead to shared client relationships and solicitor arrangements. Combined with its primary non‑U.S. client base and predominantly non‑discretionary model, these operational and affiliation attributes set it apart from most peer team firms.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Fixed

One-time setup fee of $250

Percentage

.50% - 2.5% annually (negotiable based on assets and complexity)

Performance-based

Performance fees range from 5% to 20% of gains; available only to qualified/accredited clients with net worth greater than $2,200,000, terms negotiated individually

Other

Account minimum: $100,000 Minimum fee: One-time setup fee of $250 included in first invoice

Main office location

Miura Investment Advisors, Inc

1395 Brickell Ave, Suite 1560

Miami FL 33131, United States

Number of offices

2

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Carlos C

CFA®, Series 63

Miami, FL

Miura Investment Advisors, Inc

Carlos Curi is a CFA® charterholder and Series 63 representative at Miura Investment Advisors, Inc. in Miami, FL, with three years of industry experience. He previously worked at CFS Advisors and Cima Sociedad Gerente de Fondos Comunes de Inversión SA, and has served as a director of several companies, including Mountain Range Asset Management and family fund manager Blue Horizon LTD. Miura Investment Advisors primarily serves individual and high-net-worth clients, especially offshore and non-U.S. individuals and entities, offering portfolio management and asset allocation on a non-discretionary basis with both long- and short-term strategies.

Active portfolio management
user avatar

Marco M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Marco Malave is a financial advisor at Miura Investment Advisors, Inc. based in Miami, FL, holding a Series 66 designation with four years of industry experience. He has worked at Miura Investment Advisory, Miura Capital, Banesco USA, and BBR Capital. Outside of advising, he serves as a business analyst at Banesco Bank, focusing on production and growth measurement for Latin America accounts. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a distinctive focus on offshore and non-U.S. individuals and entities. The firm operates on a non-discretionary basis and employs both long- and short-term strategies, combining technical and cyclical analysis.

Active portfolio management
user avatar

Vicente M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Vicente Marchelli Apolinar is a financial advisor at Miura Investment Advisors, Inc with two years of industry experience. He holds a Series 66 designation and has worked at Miura Investment Advisors Inc and Miura Capital, LLC, as well as MPG Consultores, where he analyzes corporate financial statements. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a focus on offshore and non-U.S. individuals, corporations, and entities. The firm operates on a non-discretionary basis, using both long- and short-term strategies that include technical and cyclical analysis.

Active portfolio management
user avatar

Ricardo H

Series 65, Series 66

Miami, FL

Miura Investment Advisors, Inc

Ricardo Heredia is a financial advisor at Miura Investment Advisors, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at StateTrust Investments and Safra National Bank of New York. Outside of his advisory role, he is involved with Heredia House Inc, a charitable organization he founded in 2014. Miura Investment Advisors primarily serves individual and high-net-worth clients, focusing notably on offshore and non-U.S. individuals and entities. The firm operates on a non-discretionary basis and employs a range of long- and short-term investment strategies, including technical and cyclical analysis.

Active portfolio management
user avatar

Christian B

Series 66

Miami, FL

Miura Investment Advisors, Inc

Christian Batalha is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Brickell Global Insurance, Inc., Brickell Global Markets, Inc., Brickell Global Advisory, Inc., and Brickell Bank from 2015 to 2020. Outside of advising, he is involved with Winterfell Properties, LLC, a real estate entity focused on residential property management and sales in Florida. Miura Investment Advisors primarily serves individual and high-net-worth clients, with a particular emphasis on offshore and non-U.S. individuals and entities. The firm provides portfolio management and asset allocation services on a non-discretionary basis, employing both long- and short-term strategies alongside technical and cyclical analysis.

Active portfolio management
user avatar

Hilario I

CFA®

Miami, FL

Miura Investment Advisors, Inc

Hilario Itriago Guitian is a CFA® charterholder with five years of experience in the financial industry. He is currently with Miura Investment Advisors, Inc., where he has worked since 2024, following roles at MWM Investments Ltd, Folionet Financial LLC, and Vencred. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a focus on offshore and non-U.S. clients. The firm operates on a non-discretionary basis and uses both long- and short-term strategies, incorporating technical and cyclical analysis.

Active portfolio management
user avatar

Samuel D

Series 66

Miami, FL

Miura Investment Advisors, Inc

Samuel De Vita is a financial advisor at Miura Investment Advisors, Inc. based in Miami, FL. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Santander and Morgan Stanley (E-Trade), as well as academic experience at Loyola University Chicago. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a notable focus on offshore and non-U.S. individuals, corporations, and other entities. The firm operates on a non-discretionary basis, employing both long- and short-term strategies and using technical and cyclical analysis.

Active portfolio management
user avatar

Diego M

Series 66

Miami, FL

Miura Investment Advisors, Inc

Diego Monteverde is a financial advisor at Miura Investment Advisors, Inc. in Miami, FL, with a Series 66 designation and over six years of experience in the financial services industry. His prior roles include positions at Multiplicas Casa de Bolsa and Venezolana de Proyectos Integrados VEPICA. Miura Investment Advisors primarily serves individual and high-net-worth clients, including offshore and non-U.S. entities, offering portfolio management and asset allocation services through a non-discretionary, client-approved transaction model. The firm employs both long- and short-term strategies and utilizes technical and cyclical analysis in managing client accounts.

Active portfolio management
user avatar

Pablo S

Series 66

Miami, FL

Miura Investment Advisors, Inc

Pablo Serra is an advisor at Miura Investment Advisors, Inc. in Miami, FL, holding a Series 66 designation. He is part of an eight-advisor team. Miura Investment Advisors provides portfolio management and asset allocation services primarily to individual and high-net-worth clients, with a strong focus on offshore and non-U.S. individuals, corporations, and other entities. The firm operates on a non-discretionary basis and employs a combination of long- and short-term strategies, including technical and cyclical analysis.

Active portfolio management
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