Mas Advisors LLC (Miami)

Name: Mas Advisors LLC
Address: 78 Sw 7 Th Street, Miami, FL, 33130
Telephone: 786-364-3103

Mas Advisors LLC is a large advisory firm based in Miami. It manages $486.32 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Florida.

Mas Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and insurance company separate accounts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mas Advisors: assets under management

The assets under management (AUM) of Mas Advisors LLC is $486.32 million. The firm's AUM has gone down by -2% since the beginning of its operation, and $108.01 million of the total AUM is attributable to clients outside of the United States.

The firm manages $268.88 million in discretionary accounts and $217.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.94 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.16 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 63% of the total AUM. The second-largest asset type is investment and business development companies, which make up 18% of the firm’s portfolio. Investments in exchange traded securities form 13% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mas Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mas Advisors serves?

The only and largest group of clients of Mas Advisors is insurance companies with 25 clients and $428.89 million of assets under management. Among the 6 most similar advisory firms, Mas Advisors has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $428.89 million for 25 clients. 22% of the firm’s clients are foreign persons or businesses.

Mas Advisors doesn't advise any private funds.

Careers at Mas Advisors LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ricardo Ramon Calderon	Chief compliance officer and managing member	1 Oct 2012	50% - 75%	6132865
Donald Doyle Cameron	Managing member	1 Oct 2012	50% - 75%	38855
Ricardo Ramon Calderon	Chief compliance officer, managing member and managing director	1 Dec 2013	75% - 100%	6132865
Donald Doyle Cameron	Managing member and managing director	1 Dec 2013	50% - 75%	38855

Based in Miami

The principal office where Mas Advisors LLC performs its advisory services is located at 78 Sw 7 Th Street, Miami, FL 33130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786-364-3103 or by fax 786-701-0728. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at masadvisorsllc.com.