Prs International Investment Advisory Service (Miami)


Prs International Investment Advisory Service is a large advisory firm based in Miami. It manages $1.31 billion of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Colorado, and 14 other states.

Prs International Investment Advisory Service provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Prs International Investment Advisory Service: assets under management

The assets under management (AUM) of Prs International Investment Advisory Service is $1.31 billion. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.19 billion in discretionary accounts and $123.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.3 million.
Prs International Investment Advisory Service has custody of $798.04 million in cash and securities for 209 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Prs International Investment Advisory Service for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.

Careers at Prs International Investment Advisory Service

Jacobo Antonio Gadalamaria has been acting as President since 1 Jan 2008. Sixto Campano joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Stephen Sullivan Cfo,coo,cco,dr,shareholder of parent co. 1 May 1988 Other 1413427
Gonzalo Rodriguezfraile Ceo,dr and shareholder of parent co. 1 May 1988 Other 1413439
Inc. Prs International Consulting Shareholder/parent co. 1 May 1988 75% - 100% 59-245-1336
Gonzalo Rodriguez Fraile Director, chairman of the board 1 May 1988 Other 1413439
Inc. Efg Investment Services Shareholder/parent co. 1 May 1988 75% - 100% 59-245-1336
Francisco Gaston Llaca Compliance officer 1 May 2002 Other 4576166
Blanca A Smith Cco 1 Jun 2005 Other 1587019
Jacobo Antonio Gadalamaria Chief compliance officer 1 Mar 2007 Other 2138460
Benjamin E Hein Senior portfolio manager 1 Sep 2007 Other 4027543
Jacobo Antonio Gadalamaria President/director 1 Jan 2008 Other 2138460
Noemi Carmen Schaefer Chief compliance officer 1 Feb 2008 Other 2241064
Miguelina Veras Compliance officer 1 Oct 2008 Other 4367588
Gisella M. Santivanez Compliance officer 1 Jul 2009 Other 1587010
Benjamin E Hein President and chief investment officer 1 Nov 2011 Other 4027543
Gisella M. Santivanez Chief compliance officer 1 Nov 2011 Other 1587010
Blanca O. Smith Director 1 Jan 2012 Other 1587019
Gerald Wood Secretary and treasurer 1 Jan 2012 Other 4218274
Sixto Campano Director 1 May 2013 Other 1567239
Victor Manuel Echevarria Director 1 May 2013 Other 1939548

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
S.A. Banque Piguet & Cie Shareholder/parent co. 1 Nov 1998 25% - 50% 0
Banque Cantonale Vaudoise Shareholder of banque piguet & cie, s.a. 1 Nov 1998 75% - 100% 0
Efg International Shareholder/parent company 1 Mar 2007 75% - 100% 0
Efg Bank European Financial Group Sa Parent 1 Dec 2009 50% - 75% foreign
European Financial Group Efg (Luxembourg) Sa Parent 1 Dec 2009 75% - 100% foreign
Efg European Financial Group Ltd. Parent 1 Dec 2009 75% - 100% foreign
Private Financial Holdings Limited Parent 1 Dec 2009 75% - 100% foreign
Bdd 2 Trust Majority shareholder 1 Dec 2009 25% - 50% foreign

Based in Miami

The principal office where Prs International Investment Advisory Service performs its advisory services is located at 801 Brickell Ave Ste 1600, Miami, FL 33131 2945, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-381-8340 or by fax 305-381-8334. The normal business hours are 9:00 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.prsint.com.

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