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Aliya Capital Partners LLC

Miami, FLSEC-registered investment adviserCRD 305988

Filed as ALIYA CAPITAL PARTNERS LLC

Aliya Capital Partners LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.

5 years
registered since 2021
$5,335,211,907
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Aliya Capital Partners LLC compensated?

On its Form ADV (Item 5.E, October 2026), Aliya Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

How much does Aliya Capital Partners LLC charge?

Its Form ADV Part 2A brochure dated May 27, 2026 states: Asset-based fee: 0.1% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Aliya Capital Partners LLC located?

Aliya Capital Partners LLC's principal office is in Miami, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Aliya Capital Partners LLC registered with the SEC or a state?

Aliya Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 305988.

How much does Aliya Capital Partners LLC manage?

Aliya Capital Partners LLC reports $5,335,211,907 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (99% discretionary).

How have Aliya Capital Partners LLC's assets and staff changed since 2021?

In the Form ADV data for Aliya Capital Partners LLC: Regulatory assets under management: $463,953,716 in the October 2021 data and $5,335,211,907 in the October 2026 data, up 1050%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Aliya Capital Partners LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (113); pooled investment vehicles (other than investment companies and business development companies) (104).

Which custodians does Aliya Capital Partners LLC use?

Aliya Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Aliya Capital Partners LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305988

What changed in Aliya Capital Partners LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 8 to 6. Regulatory assets under management went from $1,976,717,422 to $5,177,422,144 (+162%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.1% to 1.75% a year (a range, as the brochure states it)

The brochure's wording
The annual Advisory Service Agreement fee is based on a percentage of the investable assets and/or the services provided. Fees are negotiable and can range from 0.10% to 1.75%.
The annual Asset Management Service Agreement fee is based on a percentage of the investable assets and/or the services provided. Fees are negotiable and can range from 0.10% to 1.75%.

Minimum annual fee: $1,000

The brochure's wording
The minimum annual fee is $1,000 and is negotiable with each client.
Clients receiving ongoing asset management services will be assessed a $1,000 minimum annual fee.

As stated in the firm's Form ADV Part 2A brochure dated May 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$5,335,211,907

$5,335,211,907 as of October 2026, filing dated August 24, 2026.

Discretionary: $5,297,858,902.Non-discretionary: $37,353,005.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients 113 Assets $155,444,867 (3%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 104 Assets $5,179,767,040 (97%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 18. Performing investment advisory functions: 6.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the September 2026 filing
Sao Paulo
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$464M 2021 $777M 2022 $890M 2023 $1B 2024 $1.98B 2025 $5.34B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$5,335,211,90718August 24, 2026
October 2025$1,976,717,42218June 10, 2025
October 2024$1,004,902,21718April 30, 2024
October 2023$890,227,98517June 23, 2023
October 2022$776,536,79215April 14, 2022
October 2021$463,953,71611May 10, 2021

Regulatory assets under management: $463,953,716 in the October 2021 data and $5,335,211,907 in the October 2026 data, up 1050%.

Total employees: 11 in October 2021 and 18 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 8 to 6.
    • Regulatory assets under management went from $1,976,717,422 to $5,177,422,144 (+162%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
aliyacapitalpartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Aliya Capital Partners LLC (CRD 305988): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/aliya-capital-partners-llc-miami-fl-305988