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PROALTUS USA
Legal name: PROALTUS USA INC.
CRD 310955File 801-119784
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$604.9M
Above cohort median (national)
Discretionary AUM
$326.2M
Non-discretionary $278.7M
Clients
94
94 accounts
Employees
14
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 12, 2020
- Principal office
- 1111 BRICKELL AVENUE, 10TH FLOOR, MIAMI, FL, 33131
- Phone
- (857) 334-1921
- Website
- HTTP://PROALTUS.US
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $604.9M
- Discretionary AUM
- $326.2M
- Non-discretionary AUM
- $278.7M
- Discretionary accounts
- 84
- Non-discretionary accounts
- 10
- Total accounts
- 94
- AUM per client
- $6.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $98.4M |
| Other investment advisers | 2 | $259.0M |
| High net worth individuals | 8 | $48.4M |
| Pooled investment vehicles | 8 | $172.7M |
| Individuals (other than high net worth individuals) | 53 | $26.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — DISTRIBUTION FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 18 | 14 | decreased by4 |
| Mar 1, 2026 | Clients | 92 | 94 | increased by2 |
| Mar 1, 2026 | AUM | $505,799,733 | $604,920,026 | increased by$99,120,293 |
| Mar 1, 2026 | Accounts | 92 | 94 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 18 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 92 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $309,000,000 | $505,799,733 | increased by$196,799,733 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 55 | 92 | increased by37 |
| Feb 1, 2022 | Employees | 6 | 12 | increased by6 |
| Feb 1, 2022 | Clients | 2 | 55 | increased by53 |
| Feb 1, 2022 | AUM | $250,000,000 | $309,000,000 | increased by$59,000,000 |
| Feb 1, 2022 | Accounts | 10 | 55 | increased by45 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROALTUS USA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROALTUS USA” 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.