Alberto Siblesz
Advisor at Scala Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Scala Capital LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami, FL 33131
Credentials
Series 65
Industry experience
18 years
Alberto Siblesz is a financial advisor at Scala Capital LLC with 18 years of industry experience. He holds a Series 65 designation and has held roles at Glide Capital LLC and Smartinvest Capital LLC. He is also the managing director and chief compliance officer of Iconic Capital LLC. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers portfolio management through model portfolios and employs a range of strategies including technical, fundamental, and cyclical analysis, alongside trading techniques such as options and short sales.
$0 - $1,000,000: up to 1.50% per year $1,000,001 - $10,000,000: up to 1.25% per year $10,000,000+: up to 1.00% per year
Hourly or fixed fees for investment banking and M&A advice; negotiable on a case-by-case basis.
Performance-based fee of up to 20% per year for qualified clients with net worth > $2,200,000 or managed assets > $1,000,000; combined with asset-based fee up to 1.50% per year; subject to high water mark; charged quarterly.
Account minimum: $250,000
999 Brickell Avenue, Suite 1006
Miami, FL 33131
Florida · Texas
Glide Capital Llc
2013 - Present (13 years)
Smartinvest Capital Llc
2010 - Present (16 years)
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