Private fund adviser · Miami, FL
Proaltus USA
Proaltus USA Inc. · SEC-registered investment adviser · CRD 310955 · SEC 801-119784
At a glance
Proaltus USA is an SEC-registered investment adviser based in Miami, Florida, with $605 million in regulatory assets under management as of its Form ADV filed July 8, 2026. Its largest client group by assets is other investment advisers, and it reports 61 individual clients. By Form ADV it is a private fund adviser, ranked 2,816th of 4,686 private fund advisers and 7,078th of 17,210 SEC-registered advisers by assets.
Main office 857-334-1921proaltus.usAs filed on Form ADV
- Regulatory AUM
- $605M
- Rank among private fund advisers
- #2,816 of 4,686
- Rank among all SEC RIAs
- #7,078 of 17,210
- Rank in Florida
- #376 of 1,090
- Individual clients
- 61
- High-net-worth clients
- 8
- Accounts
- 94
- Discretionary
- 54% of AUM
- Employees
- 14
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Marcelo CanavatiChief Compliance Officer
- Marcelo A. BenitezManaging Director / Principal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 2 | $259M | 43% |
| Pooled investment vehicles | 8 | $173M | 29% |
| Corporations or other businesses | 23 | $98M | 16% |
| High-net-worth individuals | 8 | $48M | 8% |
| Individuals | 53 | $26M | 4% |
Private funds
Proaltus USA reports 8 private funds with $662M in gross assets: hedge funds, venture capital funds, real estate funds, liquidity funds (Form ADV Item 7.B).
Disciplinary disclosures
Proaltus USA 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
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗proaltus.us ↗
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The full record on Proaltus USA
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,274 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Proaltus USA manage?
Proaltus USA reports $605 million in regulatory assets under management across 94 accounts, 54% of it on a discretionary basis, on its Form ADV filed July 8, 2026.
What kind of firm is Proaltus USA?
Proaltus USA is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Proaltus USA’s clients?
By assets, its largest client types are other investment advisers ($259 million, 2 clients); pooled investment vehicles ($173 million, 8 clients); corporations or other businesses ($98 million, 23 clients).
Does Proaltus USA manage private funds?
Yes. It reports 8 private funds with $662 million in gross assets, including hedge funds, venture capital funds, real estate funds, liquidity funds.
Does Proaltus USA have any disciplinary history?
Proaltus USA 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 Proaltus USA’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 (2026-07-08), 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 →