Berylian Capital, LLC (Miami)


Berylian Capital, LLC is an adviser based in Miami. It manages $60 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California and Florida.

Berylian Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berylian Capital: assets under management

The assets under management (AUM) of Berylian Capital, LLC is $60 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $60 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berylian Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Pv Asset Management Llc Member 1 Sep 2009 25% - 50% 36-4608222
Lorena Tron Aguinaco Member 1 Sep 2009 50% - 75% 5729914
The Galleberg Trust Managing member 1 Sep 2009 75% - 100% xxx-xx-xxxx
Karen Lisa Galleberg Trustee 1 Sep 2009 75% - 100% 5729922
Nathan A. Janoff Managing member 1 Nov 2009 75% - 100% 4559102
Llc Nilien Member 1 Mar 2010 25% - 50% 27-1377046

Based in Miami

The principal office where Berylian Capital, LLC performs its advisory services is located at 175 Sw 7 Th Street, Miami, FL 33130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-671-3411 or by fax 786-513-2745. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.