Miura Investment Advisors, Inc
- Regulatory AUM
- $392M
- Discretionary
- $2.8M
- Clients
- 191
- Avg AUM / client
- $2.1M
- Accounts
- 191
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 76 | $17.4M | 4.43% |
| High net worth individuals | 105 | $361M | 92.2% |
| Corporations and other businesses | 10 | $13.3M | 3.38% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian Russell Batalha | Registered representative | Feb 2021 (5y) | ||
| Carlos Miguel Curi | Registered representative | CFA | Dec 2022 (4y) | |
| Marco Antonio Malave | Registered representative | Feb 2024 (2y) | ||
| Vicente Antonio Marchelli Apolinar | Registered representative | Jun 2024 (2y) | ||
| Hilario Jose Itriago Guitian | Registered representative | CFA | Sep 2024 (2y) | |
| Samuel A De Vita | Registered representative | Dec 2024 (2y) | ||
| Ricardo A Heredia | Registered representative | Jun 2025 (1y) | ||
| Diego Henrique Monteverde | Registered representative | Mar 2026 (0y) | ||
| Pablo Serra | Registered representative | Apr 2026 (0y) |
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) | 06/10/2026 | 1.25 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
- • Performance-based fees
- • Other fees
- • A ONE-TIME, NON-RECURRING SETUP FEE OF $250.00 TO 1ST INVOICE.
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $108M (28% of AUM) Jun 2026
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: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗