Macro Strategy Advisors Group Llc
- Regulatory AUM
- $61.7M
- Discretionary
- $61.7M
- Clients
- 75
- Avg AUM / client
- $823K
- Accounts
- 75
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $9.6M | 15.6% |
| Investment companies | 38 | $50.5M | 81.9% |
| Business development companies | 2 | $1.6M | 2.54% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Francisco Jose Velasco | Sole Member | Jun 2019 (7y) | ≈ 7.5% – 25% via Veluric Capital Llc | |
| Botero Mejia, Miguel | Shareholder | Mar 2020 (6y) | ≈ 18.75% – 50% via Global Macro Strategy Corp | |
| Osorio Betancur, Carlos, Andres | Shareholder | Mar 2020 (6y) | ≈ 18.75% – 50% via Global Macro Strategy Corp | |
| Mejia, Juan, David | Chief Compliance Officer | Apr 2020 (6y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Macro Strategy Corp | Member | Aug 2020 | A | 75% or more |
| Veluric Capital Llc | Member | Aug 2020 | A | 10% – 25% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Francisco Jose Velasco: 75% – 100% of Veluric Capital Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Botero Mejia, Miguel: 25% – 50% of Global Macro Strategy Corp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Osorio Betancur, Carlos, Andres: 25% – 50% of Global Macro Strategy Corp × 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) | 03/16/2026 | 1.12 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $61.7M (100% of AUM) Mar 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: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗