# 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.

- CRD: 305988
- Filed as: ALIYA CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305988
- AdvisorCensus page: https://advisorcensus.com/firm/aliya-capital-partners-llc-miami-fl-305988

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

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

> 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 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,335,211,907
- Discretionary: $5,297,858,902
- Non-discretionary: $37,353,005

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 113 | $155,444,867 |
| Pooled investment vehicles (other than investment companies and business development companies) | 104 | $5,179,767,040 |

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 18 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Sao Paulo

### Websites listed on Form ADV (Item 1.I)
- aliyacapitalpartners.com
- LinkedIn @aliya-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $463,953,716 | 11 | May 10, 2021 |
| October 2022 | $776,536,792 | 15 | April 14, 2022 |
| October 2023 | $890,227,985 | 17 | June 23, 2023 |
| October 2024 | $1,004,902,217 | 18 | April 30, 2024 |
| October 2025 | $1,976,717,422 | 18 | June 10, 2025 |
| October 2026 | $5,335,211,907 | 18 | August 24, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aliya Capital Partners LLC (CRD 305988): Form ADV filing data as of October 2026.