← Directory
LAFISE GLOBAL ADVISORS LLC
CRD 331244File 801-130311
APPROVED
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$699.0M
Above cohort median (national)
Discretionary AUM
$699.0M
Clients
0
10 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 21, 2024
- Principal office
- 2340 S. DIXIE HIGHWAY, MIAMI, FL, 33133
- Phone
- 305-374-6001
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $699.0M
- Discretionary AUM
- $699.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 10
- Non-discretionary accounts
- 0
- Total accounts
- 10
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $69.5M |
| High net worth individuals | Fewer than 5 | $1.9M |
| Banking or thrift institutions | Fewer than 5 | $627.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2026 | Clients | 5 | — | |
| Apr 1, 2026 | AUM | $544,453,345 | $699,013,886 | increased by$154,560,541 |
| Apr 1, 2026 | Accounts | 9 | 10 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAFISE GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAFISE GLOBAL” 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.