Maceratio LLC
Registered investment adviser · Miami, FL · CRD #304078
Form ADV data as of 2026-09-01Regulatory assets
$1.19 billion
Total accounts
278
Employees
7
Disclosure events
8
Firm details
- Website: https://www.maceratio.com
- Telephone: 305-398-9010
- SEC file number: 801-130936
- Most recent Form ADV filing: 2026-06-20
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 7 disclosure questions answered Yes, covering 8 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC entered an order in connection with investment-related activity
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
- Another regulator found a violation of investment-related regulations or statutes
- A self-regulatory organization expelled, suspended, barred, or restricted the firm
- A court enjoined the firm in connection with investment-related activity (past 10 years)
- A court found involvement in a violation of investment-related statutes or regulations
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $0 |
| Non-discretionary regulatory assets under management | $1.19 billion |
| Total regulatory assets under management | $1.19 billion |
| Discretionary accounts | 0 |
| Non-discretionary accounts | 278 |
| Total accounts | 278 |
| Regulatory assets under management attributable to non-U.S. persons | $1.13 billion |
People
| Total employees (excluding clerical) | 7 |
| Employees performing investment advisory functions (including research) | 7 |
| Employees who are registered representatives of a broker-dealer | 1 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 243 | $558.8 million |
| Investment companies | 4 | $571.5 million |
| Other investment advisers | 1 | $61.5 million |