AdvisorCensus / Financial advisors / Florida / Miami / Proaltus USA
Proaltus USA is an SEC-registered investment advisory firm in Miami, FL, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.
Quick answers
From the filingHow is Proaltus USA compensated?
On its Form ADV (Item 5.E, October 2026), Proaltus USA reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Proaltus USA located?
Proaltus USA's principal office is in Miami, FL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Proaltus USA registered with the SEC or a state?
Proaltus USA is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310955.
How much does Proaltus USA manage?
Proaltus USA reports $604,920,026 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (54% discretionary).
How have Proaltus USA's assets and staff changed since 2021?
In the Form ADV data for Proaltus USA: Regulatory assets under management: $250,000,000 in the October 2021 data and $604,920,026 in the October 2026 data, up 142%. Total employees: 6 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Proaltus USA serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); corporations or other businesses not listed above (23); high net worth individuals (8).
Which custodians does Proaltus USA use?
Proaltus USA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Actinver, Interactive Brokers LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Proaltus USA 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/310955
Does Proaltus USA state an account minimum?
Its Form ADV Part 2A brochure dated July 8, 2026 says: "Proaltus’ cumulative minimum account is $500,000. However, based on facts and circumstances Proaltus may, at its sole discretion, accept accounts with a lower value."
What changed in Proaltus USA's recent Form ADV filings?
In the August 2026 filing data: No longer lists an office in Madrid.
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
- Performance-based fees
- Other
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 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Proaltus’ cumulative minimum account is $500,000. However, based on facts and circumstances Proaltus may, at its sole discretion, accept accounts with a lower value.
Minimum annual fee: $10,000
The brochure's wording
Minimum Annual Flat Fee for Advisory Services: $10,000.00* *Negotiable
As stated in the firm's Form ADV Part 2A brochure dated July 8, 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$604,920,026 as of October 2026, filing dated July 8, 2026.
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.DA 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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Proaltus USA Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 14. Performing investment advisory functions: 4.
- 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 March 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $604,920,026 | 14 | July 8, 2026 |
| October 2025 | $505,799,733 | 18 | February 11, 2025 |
| October 2024 | $406,260,332 | 15 | August 1, 2024 |
| October 2023 | $325,000,000 | 15 | March 29, 2023 |
| October 2022 | $309,000,000 | 12 | September 1, 2022 |
| October 2021 | $250,000,000 | 6 | June 2, 2021 |
Regulatory assets under management: $250,000,000 in the October 2021 data and $604,920,026 in the October 2026 data, up 142%.
Total employees: 6 in October 2021 and 14 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- August 2026
- No longer lists an office in Madrid.
- March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $505,799,733 to $604,920,026 (+20%).
- Changed its office addresses in Madrid.
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.ISource: 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. Proaltus USA (CRD 310955): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/proaltus-usa-miami-fl-310955