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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 Aug 17, 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

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 typeClientsAUM
Other23$98.4M
Other investment advisers2$259.0M
High net worth individuals8$48.4M
Pooled investment vehicles8$172.7M
Individuals (other than high net worth individuals)53$26.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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.