Private fund adviser · Hallandale Beach, FL
Kawa Capital Management, Inc.
SEC-registered investment adviser · CRD 157780 · SEC 801-72771
At a glance
Kawa Capital Management, Inc. is an SEC-registered investment adviser based in Hallandale Beach, Florida, with $2.8 billion in regulatory assets under management as of its Form ADV filed June 4, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 10 individual clients. By Form ADV it is a private fund adviser, ranked 1,359th of 4,686 private fund advisers and 2,944th of 17,210 SEC-registered advisers by assets.
Main office 305-560-5200kawa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among private fund advisers
- #1,359 of 4,686
- Rank among all SEC RIAs
- #2,944 of 17,210
- Rank in Florida
- #131 of 1,090
- Individual clients
- 10
- High-net-worth clients
- 10
- Accounts
- 56
- Discretionary
- 97% of AUM
- Employees
- 53
- Advisory staff
- 23
- Offices
- 2
Owners and executives on its Form ADV
- Daniel AdesChief Executive Officer & Chief Investment Officer
- Alexandre SaverinChief Risk Officer
- Carlos F. LemosHead of Investor Relations
- Cristina H. BaldimDeputy Chief Executive Officer
- Jeremy M. TrasterGeneral Counsel & Chief Compliance Officer
- Bruno PiacentiniChief Financial Officer & Chief Operations Officer
Custody and brokerage
Custodian
Kawa Capital Management, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 43 | $2.7B | 95% |
| High-net-worth individuals | 10 | $141M | 5% |
| Other investment advisers | 3 | $11M | <1% |
Private funds
Kawa Capital Management, Inc. reports 11 private funds with $1.8B in gross assets: hedge funds, private equity funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Kawa Capital Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗kawa.com ↗
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The full record on Kawa Capital Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,683 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
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- Filing changes this year, with alerts
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Background
Questions
How much does Kawa Capital Management, Inc. manage?
Kawa Capital Management, Inc. reports $2.8 billion in regulatory assets under management across 56 accounts, 97% of it on a discretionary basis, on its Form ADV filed June 4, 2026.
What kind of firm is Kawa Capital Management, Inc.?
Kawa Capital Management, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Kawa Capital Management, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($2.7 billion, 43 clients); high-net-worth individuals ($141 million, 10 clients); other investment advisers ($11 million, 3 clients).
Does Kawa Capital Management, Inc. manage private funds?
Yes. It reports 11 private funds with $1.8 billion in gross assets, including hedge funds, private equity funds, real estate funds.
Does Kawa Capital Management, Inc. have any disciplinary history?
Kawa Capital Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Kawa Capital Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →