Miguel Luis Ortiz
Investment adviser representative at Ucap Americas
18 yearsExperience
2 statesRegistered in
$208.2MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Ucap AmericasJul 2022 to now
- Ucap Asset Management LLCJul 2022 to now
- Ucap Securities LLCJul 2022 to now
- Efg Capital International CorpNov 2008 to now
- Efg Capital Advisors LLCNov 2008 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Ucap Americas
Legal name: Ucap Asset Management LLC
$208.2MAssets managed
189Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444975
- Firm CRD
- 170846