SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aliya Capital Partners LLC
Miami, FL
CRD 305988
Firm filing updated August 24, 2026 ·
- $5.3BAssets
- 217Clients
- 6Advisory staff
- 217Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals113
- Pooled vehicles104
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 113 | $155.4 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 104 | $5.2 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$5.3 billion
- Accounts217
- Discretionary$5.3 billion · 197 accounts
- Non-discretionary$37.4 million · 20 accounts
People
- Employees18
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 305988, SEC file 801-120065.
- Registered with the SEC as an investment advisor (status date on record: January 6, 2021).
Is Aliya Capital Partners LLC a fiduciary?
Short answer: Aliya Capital Partners LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.