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NUMA

Legal name: NUMA AMERICAS CORP.

CRD 164602File 801-76990
APPROVED
Retail clients
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$192.7M
Below cohort median (national)
Discretionary AUM
$116.8M
Non-discretionary $75.9M
Clients
60
195 accounts
Employees
10
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Aug 10, 2012
Principal office
1200 BRICKELL AVENUE, SUITE 1950, MIAMI, FL, 33131
Phone
786-315-4824

Assets & accounts

ADV Item 5F
Total regulatory AUM
$192.7M
Discretionary AUM
$116.8M
Non-discretionary AUM
$75.9M
Discretionary accounts
143
Non-discretionary accounts
52
Total accounts
195
AUM per client
$3.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals24$184.1M
Individuals (other than high net worth individuals)36$8.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described)REIMBURSEMENT OF OFFICE AND OPERATIONS EXPENSES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.