MULTUS Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,233,298
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
72
3% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
Very HighAverage account size
$128,240
About
The firm provides discretionary investment management to U.S. and foreign high‑net‑worth individuals and private companies through separately managed accounts. Services include customized portfolio construction, investment consulting and hedging advice, with trading and custody conducted through established custodians under a limited power of attorney.
Investment decisions are driven by a combination of top‑down macroeconomic analysis and bottom‑up fundamental security selection, and the firm may utilize corporate and sovereign bonds, exchange‑traded equities and funds, preferred shares, options, and margin in suitable circumstances. Accounts are monitored on an ongoing basis with formal reviews conducted at least semi‑annually and ad hoc reviews triggered by material client or market changes.
Notable versus peers, the firm serves a meaningful non‑U.S. client base and uses performance‑based compensation arrangements for qualified clients in addition to standard percentage‑of‑AUM billing. It also maintains a practice of distributing periodic written communications and brochure updates alongside routine custodial statements and client reports.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
20% of net realized and unrealized appreciation above a hurdle rate with a high watermark, calculated and payable annually, for qualified clients.
Account minimum: $100,000
Main office location
MULTUS Asset Management
1600 Ponce De Leon Blvd, 10 Th Floor
Coral Gables FL 33134-4072, United States
Number of offices
1
Most active in
MULTUS Asset Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")