# Lafise Global Advisors LLC

> Lafise Global Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 331244
- Filed as: LAFISE GLOBAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331244
- AdvisorCensus page: https://advisorcensus.com/firm/lafise-global-advisors-llc-miami-fl-331244

## Quick answers

**How is Lafise Global Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lafise Global Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Lafise Global Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 1.7% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lafise Global Advisors LLC located?**
Lafise Global Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Lafise Global Advisors LLC registered with the SEC or a state?**
Lafise Global Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331244.

**How much does Lafise Global Advisors LLC manage?**
Lafise Global Advisors LLC reports $699,013,886 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Lafise Global Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Lafise Global Advisors LLC: Regulatory assets under management: $645,408,209 in the October 2024 data and $699,013,886 in the October 2026 data, up 8%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does Lafise Global Advisors LLC use?**
Lafise Global Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC, Pershing LLC and Stonex Securities Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Lafise Global Advisors LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331244

**Does Lafise Global Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The minimum initial account is $100,000. Under certain circumstances, the minimum may be waived."

**What changed in Lafise Global Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $544,453,345 to $699,013,886 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 1.7% of assets a year (the maximum the brochure states)

> LGA’s advisory fees are charged at a rate of up to 1.70% or as otherwise negotiated and detailed in a client’s written agreement with LGA.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum initial account is $100,000. Under certain circumstances, the minimum may be waived.

- Minimum annual fee: None

> There is no 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))
- Interactive Brokers LLC
- Pershing LLC
- Stonex Securities 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: $699,013,886
- Discretionary: $699,013,886
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,896,069 |
| Banking or thrift institutions | Fewer than 5 | $627,613,147 |
| Insurance companies | Fewer than 5 | $69,504,670 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331244

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $645,408,209 | 2 | September 13, 2024 |
| October 2025 | $544,453,345 | 2 | May 20, 2025 |
| October 2026 | $699,013,886 | 3 | March 30, 2026 |

Regulatory assets under management: $645,408,209 in the October 2024 data and $699,013,886 in the October 2026 data, up 8%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $544,453,345 to $699,013,886 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lafise Global Advisors LLC (CRD 331244): Form ADV filing data as of October 2026.