Mariva Global Asset Management, Llc
- Regulatory AUM
- $129M
- Discretionary
- $12.8M
- Clients
- 153
- Avg AUM / client
- $843K
- Accounts
- 153
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 55 | $40.8M | 31.7% |
| High net worth individuals | 54 | $32.7M | 25.4% |
| Banking or thrift institutions | 1 | $6.0M | 4.63% |
| Corporations and other businesses | 43 | $49.4M | 38.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Javier Martinez | Registered representative | CFA | Mar 2025 (1y) | |
| Francisco Grether | Registered representative | Jun 2025 (1y) | ||
| John Alexander Fitzpatrick | Registered representative | Jun 2025 (1y) | ||
| Issa Emmanuel Hurtado | Registered representative | Aug 2025 (1y) | ||
| Fernando Javier Toledano | Registered representative | May 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) | 04/13/2026 | 1.31 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $119M (93% of AUM) Apr 2026
- Charles Schwab & Co. $7.3M (6% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗