MARIVA Global Asset Management, LLC logo

MARIVA Global Asset Management, LLC

Updated today

Client assets under management

$73,545,578

Clients

109

50% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Low

Average account size

$674,730

About

Mariva Global Asset Management, LLC provides investment supervisory services and financial planning primarily to high net worth individuals, as well as corporations and institutional clients, with a typical account minimum of $100,000. Services described in the brochure include tailored portfolio management (asset allocation, asset selection, and regular monitoring) and hourly financial planning covering retirement, tax, and debt/credit matters.

The firm combines fundamental, technical, and macroeconomic analysis and employs both long- and short-term trading approaches, emphasizing asset allocation, diversification, valuation, and forward‑looking scenario-based risk management. MGAM states it may be granted discretionary authority for accounts it supervises, while also permitting client-directed brokerage and leaving proxy voting to clients rather than accepting voting authority.

A notable feature disclosed in the brochure is an affiliated broker‑dealer, Mariva Capital Markets, and that certain associated persons are registered representatives, a relationship the firm identifies as a potential conflict of interest and says it manages through written policies and trading reviews. The brochure also notes that MGAM does not participate in wrap programs, will not take custody of client assets, maintains a formal Code of Ethics, and conducts periodic compliance reviews—combining operational safeguards with its broker‑dealer affiliation and client-directed brokerage option in a way that differs from many peer teams.

Client services

Financial planning Portfolio management

Expertise

Wealth management Cash flow / budgeting

Fee options

Percentage

$1 - $499,999: 2.0% $500,000 - $1,500,000: 1.5% Above $1,500,000+: 1.0%

Project-based

$250 per hour for Financial Planning services, fees are negotiable.

Other

Account minimum: $100,000 Fee-only: Investment Supervisory Services fees as tiered AUM percentages; Financial Planning fees hourly at $250/hour.

Main office location

MARIVA Global Asset Management, LLC

150 Se 2 Nd Ave, Ph 3

Miami FL 33131, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John F

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

John Fitzpatrick is a financial advisor at MARIVA Global Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked for Beta Capital Securities LLC for 15 years. Fitzpatrick is a part owner of FitzAlv Investments, a family company involved in import and export activities that is currently inactive. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, and scenario-based risk management.

Wealth management Cash flow / budgeting
user avatar

Issa H

Series 66

Miami, FL

MARIVA Global Asset Management, LLC

Issa Hurtado is a financial advisor with MARIVA Global Asset Management, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining MARIVA in 2022, Hurtado worked at Creand Securities and Banco Sabadell. Outside of finance, Hurtado owns Picture Element LLC, a personal photography venture focused on building a following on Instagram. MARIVA Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and scenario-based risk management.

Wealth management Cash flow / budgeting
user avatar

Javier M

CFA®, Series 63, Series 65

Miami, FL

MARIVA Global Asset Management, LLC

Javier Martinez is a CFA® charterholder with six years of industry experience. He is currently with MARIVA Global Asset Management, LLC and has worked previously at Banco Mariva. He operates between MARIVA Global Asset Management and Mariva Capital Markets. MARIVA Global Asset Management, LLC provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, focusing on asset allocation, diversification, valuation, and scenario-based risk management.

Wealth management Cash flow / budgeting
user avatar

Francisco G

Series 63, Series 65

Miami, FL

MARIVA Global Asset Management, LLC

Francisco Grether is a financial advisor at Mariva Global Asset Management, LLC with 17 years of industry experience. He has previously worked at Citigroup, UBS Securities LLC, and Morgan Stanley & Co. LLC. He is also a managing director at Mariva Capital Markets, a related broker-dealer. Mariva Global Asset Management provides investment supervisory services and financial planning primarily to high net worth individuals, corporations, and institutional clients. The firm employs a combination of fundamental, technical, and macroeconomic analysis with both long- and short-term trading strategies, emphasizing asset allocation, diversification, and risk management.

Wealth management Cash flow / budgeting
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