NUMA
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$192,707,560
Clients
60
40% high-net worth
Advisors
1
of 10 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
TypicalAverage account size
$3,211,793
About
Numa provides personalized, fee‑only investment advisory and administrative services to high‑net‑worth individuals, trusts, estates, corporations and institutional clients, and also offers family wealth services and ongoing portfolio management documented by client Investment Policy Statements. The firm additionally acts as a sub‑adviser for affiliated and third‑party advisory programs, supplying asset allocation, portfolio construction, trade processing and monitoring services.
The firm follows a global asset‑allocation approach intended to balance preservation and capital appreciation, tailoring strategies to each client’s objectives, time horizon and documented risk tolerance. Investment programs may include equities, fixed income, alternatives and options, and the firm uses derivatives for hedging and yield enhancement—practices that can introduce implied leverage and are incorporated into its regulatory AUM reporting.
Numa is distinctive for its international and affiliate relationships: it is an indirect subsidiary of an offshore asset manager, maintains a trading/administrative relationship with an affiliated provider, sub‑advises affiliated and third‑party programs, and is involved with offshore fund entities—activities that are uncommon among similarly sized supported advisers. Those structural features, together with the firm’s meaningful non‑U.S. client exposure and routine use of derivatives in managed accounts, differentiate its operational and reporting profile from typical peers.
Client services
Portfolio management
Back-office execution and sub-advisory. foreign exchange hedging advisory.
Back-office execution and sub-advisory. foreign exchange hedging advisory.
Expertise
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Fee options
Flat fee arrangements may be negotiated, typically for administrative services.
0.30% to 1.00% annually (negotiable)
May from time to time accept performance-based fees based on capital gains or appreciation.
Account minimum: $50,000 Fee-only: Adviser is strictly fee-only, no commissions or finder's fees accepted.
Main office location
NUMA
1200 Brickell Avenue, Suite 1950
Miami FL 33131, United States
Number of offices
3
Most active in
NUMA has reported serving >5 clients in these states in the last 12 months.
Florida · New York
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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