# Numa

> Numa is an SEC-registered investment advisory firm in Miami, FL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 164602
- Filed as: NUMA
- Legal name: Numa Americas Corp.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164602
- AdvisorCensus page: https://advisorcensus.com/firm/numa-miami-fl-164602

## Quick answers

**How is Numa compensated?**
On its Form ADV (Item 5.E, October 2026), Numa reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Numa charge?**
Its Form ADV Part 2A brochure dated February 19, 2026 states: Asset-based fee: 0.3% to 1% 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 Numa located?**
Numa's principal office is in Miami, FL, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Numa registered with the SEC or a state?**
Numa is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164602.

**How much does Numa manage?**
Numa reports $192,707,560 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (61% discretionary).

**How have Numa's assets and staff changed since 2021?**
In the Form ADV data for Numa: Regulatory assets under management: $158,456,967 in the October 2021 data and $192,707,560 in the October 2026 data, up 22%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Numa serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (24).

**Which custodians does Numa use?**
Numa's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BTG Pactual US Capital, LLC, Interactive Brokers LLC and J.P. Morgan Securities Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Numa 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/164602

**Does Numa state an account minimum?**
Its Form ADV Part 2A brochure dated February 19, 2026 says: "The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."

**What changed in Numa's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 3 to 1.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 19, 2026)

- Asset-based fee: 0.3% to 1% a year (a range, as the brochure states it)

> Adviser typically receives an annual management fee, between .30% to 1.00% of this calculated regulatory asset under management of the Account. All fees are negotiable.

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BTG Pactual US Capital, LLC
- Interactive Brokers LLC
- J.P. Morgan 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: $192,707,560
- Discretionary: $116,773,356
- Non-discretionary: $75,934,204

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $8,591,767 |
| High net worth individuals | 24 | $184,115,793 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 10 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Lima
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- numa.ws

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,456,967 | 3 | March 31, 2021 |
| October 2022 | $236,246,733 | 11 | March 25, 2022 |
| October 2023 | $226,153,506 | 8 | February 14, 2023 |
| October 2024 | $229,655,122 | 8 | March 5, 2024 |
| October 2025 | $186,396,399 | 10 | February 13, 2025 |
| October 2026 | $192,707,560 | 10 | February 19, 2026 |

Regulatory assets under management: $158,456,967 in the October 2021 data and $192,707,560 in the October 2026 data, up 22%.
Total employees: 3 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 3 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Numa (CRD 164602): Form ADV filing data as of October 2026.