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ALIYA CAPITAL PARTNERS LLC
CRD 305988File 801-120065
APPROVED
Retail clients
Custody
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.34B
Top 25% of cohort (national)
Discretionary AUM
$5.30B
Non-discretionary $37.4M
Clients
217
217 accounts
Employees
18
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 6, 2021
- Principal office
- 1450 BRICKELL AVE, SUITE 2600, MIAMI, FL, 33131
- Phone
- 305-831-4999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.34B
- Discretionary AUM
- $5.30B
- Non-discretionary AUM
- $37.4M
- Discretionary accounts
- 197
- Non-discretionary accounts
- 20
- Total accounts
- 217
- AUM per client
- $24.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 113 | $155.4M |
| Pooled investment vehicles | 104 | $5.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 25, 2026 | AUM | $5,528,109,315 | $5,335,211,907 | decreased by$192,897,408 |
| Aug 23, 2026 | Clients | 187 | 217 | increased by30 |
| Aug 23, 2026 | AUM | $5,094,584,953 | $5,528,109,315 | increased by$433,524,362 |
| Aug 23, 2026 | Accounts | 187 | 217 | increased by30 |
| Jun 1, 2026 | AUM | $5,177,422,144 | $5,094,584,953 | decreased by$82,837,191 |
| Apr 1, 2026 | Clients | 169 | 187 | increased by18 |
| Apr 1, 2026 | AUM | $1,976,717,422 | $5,177,422,144 | increased by$3,200,704,722 |
| Apr 1, 2026 | Accounts | 167 | 187 | increased by20 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 166 | 169 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 166 | 167 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 18 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 166 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $776,536,792 | $1,976,717,422 | increased by$1,200,180,630 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 112 | 166 | increased by54 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALIYA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALIYA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.