CEO · Welcy Capital Advisors LLC
Jasser M. Narvaez
CRD 4220723 · Named on Form ADV at one SEC-registered adviser
At a glance
Welcy Capital Advisors LLC, an SEC-registered private fund adviser based in Miami, FL with $226 million in regulatory assets, lists Jasser M. Narvaez on its Form ADV as CEO, a control person.
Firms and roles
- Welcy Capital Advisors LLCCEOPrivate fund adviser · Miami, FL · $226M in regulatory assets
AtlasMembers
Jasser’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Carlos ZallesManager, Welcy Capital Advisors LLC
- Philip R. Henriquez SchemelManager, Welcy Capital Advisors LLC
- Jaime SosaManager, Welcy Capital Advisors LLC
- Juan C. Fabrega RouxManager, Welcy Capital Advisors LLC
- Nicolas ZallesChief Investment Officer, Welcy Capital Advisors LLC
1 more person named with Jasser on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jasser’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.