Iadvise Partners Llc
- Regulatory AUM
- $224M
- Discretionary
- $188M
- Clients
- 20
- Avg AUM / client
- $11.2M
- Accounts
- 37
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $1.9M | 0.85% |
| High net worth individuals | 20 | $223M | 99.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Penaranda, Carmen | Chief Compliance Officer | Aug 2013 (13y) | Less than 5% | |
| Victor Manuel Gil | President/Ceo | CFA | Aug 2013 (13y) | 50% – 75% |
| Rodriguez Herra, Pablo | Shareholder | Mar 2015 (11y) | ≈ 18.75% – 50% via Iadvise Family Office S.L. | |
| Austin Cagley | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Iadvise Family Office S.L. | Managing Member/Partner | Mar 2015 | A | 75% or more |
| Munlard S.L. | Shareholder | Mar 2015 | B | GP / trustee / elected manager of Iadvise Family Office S.L. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Rodriguez Herra, Pablo: 25% – 50% of Iadvise Family Office S.L. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $184M (82% of AUM) Apr 2026
- Pershing $26.5M (16% of AUM) Mar 2021
- Banco Sabadell Miami Branch $21.6M (13% of AUM) Jun 2020
- Wells Fargo $17.7M (11% of AUM) Jun 2020
- Ca Indosuez Wealth (Europe) $15.8M (11% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗