Bau Advisors Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 301667
· SEC file 801-117451
· Miami, FL
· www.bauadvisors.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $286M
- Discretionary
- $203M
- Clients
- 11
- Avg AUM / client
- $26.0M
- Accounts
- 11
- Employees
- 4
AUM over time
$0
$570M
Sep 6, 2019
Mar 25, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $286M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moncholobo, Fernando, Javier | Managing Director | May 2015 (11y) | 50% – 75% | |
| Saloniaruzo, Francisco, Hernan | Principal/Chief Compliance Officer | May 2015 (11y) | 50% – 75% |
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) | 03/25/2026 | 852 KB | 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗