Transparenza Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm primarily serves high‑net‑worth and ultra‑high‑net‑worth individuals, as well as trusts, estates, charities, corporations, retirement plans and institutional clients, offering portfolio management (both discretionary and non‑discretionary), retirement plan consulting, and acting as portfolio manager or co‑advisor to pooled investment vehicles. It establishes an Investment Policy Statement for each client and provides ongoing portfolio monitoring and reporting.
Its investment process draws on fundamental, technical, cyclical and quantitative analysis within a Modern Portfolio Theory framework, using both long‑term strategic allocation and shorter‑term tactical shifts and, where appropriate, exposure to alternative and non‑U.S. investments. The firm executes accounts under either discretionary authority or non‑discretionary arrangements that require client approval for each trade, and it may use performance‑based fee arrangements for some clients with high‑water‑mark style protections.
Distinctive aspects include its small, recently formed advisory platform with two advisors and a limited client base, alongside an explicit cross‑border focus — the brochure discloses work with foreign investment consultants and management of both U.S. and non‑U.S. pooled vehicles, which is less common for similarly sized firms. The firm also notes an outsourced chief compliance officer relationship through REYSA, LLC and uses contact information tied to a law‑firm domain, indicating integrated legal/compliance resources and affiliations that set it apart from many peers.
Client services
Expertise
Fee options
Fixed fees (details not specifically quantified in brochure)
Up to 1.5% per annum, negotiable depending on services and portfolio size
Performance fee up to 20% of positive gains above a hurdle rate (e.g., SOFR), calculated semi-annually, with high water mark and loss carryforward provisions
Account minimum: $1,000,000 (suggested minimum, with discretion to accept lesser amounts) Minimum fee: Minimum management fee per quarter of $2,500 Fee-only: Investment management fees charged on assets under management and fixed fees; fees are negotiable
Main office
1395 Brickell Avenue, Suite 800
Miami FL 33131
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
Advisors at this firm
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