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Transparenza Advisors LLC

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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

Portfolio management Pension consulting Selection of other advisers
Adviser signed a sub-advisory agreement with transparenza investments ltda., a brazilian advisor.

Expertise

Private / alternative investments Real estate investing Options & derivatives strategies

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Fee options

Fixed

Fixed fees (details not specifically quantified in brochure)

Percentage

Up to 1.5% per annum, negotiable depending on services and portfolio size

Performance-based

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

Other

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

View complete list of advisors at this firm
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