Midtown Investment Advisors Llc
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 11
- Avg AUM / client
- $25.3M
- Accounts
- 11
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $278M | 100.0% |
Private funds (13)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $339M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Midtown Sb Llc master | Real Estate Fund | Delaware | $120M | 42 |
| Midtown Multifamily Development Fund Lllp master | Real Estate Fund | Delaware | $40.4M | 4 |
| 5335 Triangle Office Llc master | Real Estate Fund | Delaware | $27.5M | 7 |
| Mca Multi Holdings Llc master | Real Estate Fund | Delaware | $27.3M | 19 |
| Midtown Capital Income Fund Lllp master | Real Estate Fund | Delaware | $24.6M | 2 |
| Midtown Sb Investments 2 Llc feeder | Real Estate Fund | Delaware | $23.8M | 36 |
| Midtown Mdf Us Llc feeder | Real Estate Fund | Delaware | $21.8M | 30 |
| Midtown Mdf Llc feeder | Real Estate Fund | Delaware | $16.6M | 20 |
| Mca Multi Investments Llc feeder | Real Estate Fund | Delaware | $12.9M | 8 |
| Midtown Sb Investments Llc feeder | Real Estate Fund | Delaware | $10.1M | 6 |
| Mca Us Income Llc feeder | Real Estate Fund | Delaware | $6.9M | 14 |
| Mca Income Llc feeder | Real Estate Fund | Delaware | $4.5M | 4 |
| 5335 Triangle Investments Llc feeder | Real Estate Fund | Delaware | $2.3M | 4 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Saieh, Alexander, Armando | Manager | May 2011 (15y) | ≈ 37.5% – 75% via Miami Realty Associates, Llc | |
| Velez, Alejandro | Manager & Chief Compliance Officer | Dec 2013 (13y) | ≈ 25% – 56.25% via Cavalia Investments Llc | |
| Wickmann, Patricia | Owner | Dec 2013 (13y) | ≈ 25% – 56.25% via Cavalia Investments Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Miami Realty Associates, Llc | Owner | Jun 2021 | A | 50% – 75% |
| Cavalia Investments Llc | Owner | Jun 2021 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Saieh, Alexander, Armando: 75% – 100% of Miami Realty Associates, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Velez, Alejandro: 50% – 75% of Cavalia Investments Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Wickmann, Patricia: 50% – 75% of Cavalia Investments Llc × 50% – 75% direct ≈ 25% – 56.25% 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.
Private funds (13, $339M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Midtown Sb Llc | Real Estate Fund | $120M | $500K | 42 |
| Midtown Multifamily Development Fund Lllp | Real Estate Fund | $40.4M | $500K | 4 |
| 5335 Triangle Office Llc | Real Estate Fund | $27.5M | $500K | 7 |
| Mca Multi Holdings Llc | Real Estate Fund | $27.3M | $500K | 19 |
| Midtown Capital Income Fund Lllp | Real Estate Fund | $24.6M | $500K | 2 |
| Midtown Sb Investments 2 Llc | Real Estate Fund | $23.8M | $500K | 36 |
| Midtown Mdf Us Llc | Real Estate Fund | $21.8M | $500K | 30 |
| Midtown Mdf Llc | Real Estate Fund | $16.6M | $500K | 20 |
| Mca Multi Investments Llc | Real Estate Fund | $12.9M | $500K | 8 |
| Midtown Sb Investments Llc | Real Estate Fund | $10.1M | $500K | 6 |
| Mca Us Income Llc | Real Estate Fund | $6.9M | $500K | 14 |
| Mca Income Llc | Real Estate Fund | $4.5M | $500K | 4 |
| 5335 Triangle Investments Llc | Real Estate Fund | $2.3M | $500K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.34 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 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗