Advisor at PAR5 Advisors 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.
Herman Scholtz Raffalli is a financial advisor at PAR5 Advisors LLC in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Par5 Capital & Co LLC, Jardines de Confucio, Leafy Jungle, Global Reach Advisors, and Global Strategic Investment. He is also associated with EOZ Ventures, LLC, a non-operating entity established to receive contractor compensation from a previous employer. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis depending on client preference.
$0 - $250,000: 2.50% $250,001 - $1,000,000: 2.25% $1,000,001+: 2.00%
Account minimum: $100,000
600 Brickell Avenue, Suite 2520
Miami, FL 33131
Florida
Par5 Capital & Co LLC
2023 - Present (3 years)
Jardines de Confucio
2022 - 2023 (1 year)
Leafy Jungle
2018 - 2022 (4 years)
Global Reach Advisors
2014 - 2017 (3 years)
Global Strategic investment
2013 - 2017 (4 years)
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