# Uyana Partners LLC

> Uyana Partners LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 300280
- Filed as: UYANA PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300280
- AdvisorCensus page: https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280

## Quick answers

**How is Uyana Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Uyana Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Uyana Partners LLC located?**
Uyana Partners LLC's principal office is in Miami, FL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Uyana Partners LLC registered with the SEC or a state?**
Uyana Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 300280.

**How much does Uyana Partners LLC manage?**
Uyana Partners LLC reports $115,043,670 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (76% discretionary).

**What types of clients does Uyana Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (33); insurance companies (5).

**Which custodians does Uyana Partners LLC use?**
Uyana Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Mercantil, Charles Schwab & Co., Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Uyana 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/300280

**What changed in Uyana Partners LLC's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

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: $115,043,670
- Discretionary: $87,165,457
- Non-discretionary: $27,878,213

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $8,891,104 |
| High net worth individuals | 33 | $75,083,695 |
| Insurance companies | 5 | $31,068,871 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 8 total, 6 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 May 2026 filing
- Wollerau

### Websites listed on Form ADV (Item 1.I)
- uyanapartners.com
- LinkedIn @uyana-partners

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Added an office in Wollerau.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Uyana Partners LLC (CRD 300280): Form ADV filing data as of October 2026.