Asset ManagerRIA · CRD 329395SEC-Registered

Updated:

ADVISUITE

ADVISUITE is an SEC-registered investment adviser with $12 million in regulatory assets under management.

ADVISUITE

ADVISUITE is an SEC-registered investment adviser with $12 million in regulatory assets under management. The firm manages $4 million on a discretionary basis. It has 4 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

2004

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Sector focus

Enterprise SoftwareFinTech

Frequently asked questions

Does ADVISUITE manage assets or invest capital?

No. ADVISUITE is a software company that provides accounting and reporting platforms to fund administrators and allocators. It does not operate as an investment manager, family office, or fund of funds. Its clients use the platform to track investments made by other entities — ADVISUITE itself has no investment mandate or deployment activity.

Which types of alternative-asset structures does ADVISUITE's platform support?

ADVISUITE's platform is designed for private equity funds, hedge funds, and hybrid vehicles. It handles partnership accounting, waterfall distribution calculations, complex fee structures including carried interest, and investor-level capital account tracking. The system is built for multi-fund environments typical of fund administrators managing dozens of client funds simultaneously.

Who are ADVISUITE's primary clients?

ADVISUITE serves third-party fund administrators as its core client base, along with single-family offices and institutional allocators that need consolidated reporting across alternative-asset positions. The firm historically targeted mid-market administrators rather than the largest global custodians, creating a niche in firms where manual processes had persisted due to complexity rather than transaction volume.

How does ADVISUITE compare to competitors like Allvue or Dynamo?

ADVISUITE positions itself at the administrator layer rather than the general-partner layer. While platforms like Allvue and Dynamo often sell directly to fund managers for portfolio monitoring and investor relations, ADVISUITE is embedded in the back-office accounting workflows of administrators who serve multiple fund clients. This makes ADVISUITE infrastructure — when an administrator standardizes on the platform, switching costs are high and adoption is determined by the administrator's client base rather than individual GPs.

Is ADVISUITE a family office or does it have a wealth origin?

ADVISUITE is not a family office and has no disclosed wealth origin. The firm was founded as a software company serving the alternative-asset industry. Unlike single-family offices that manage a specific family's capital, ADVISUITE generates revenue through software licensing and does not manage or deploy investment capital on behalf of any principal.

Does ADVISUITE disclose its financial metrics or client count?

ADVISUITE does not publicly disclose revenue, assets under administration on its platform, client counts, or headcount. As a private software company without outside marketing materials available for this profile, its scale remains opaque. The firm has maintained a low public profile consistent with enterprise software companies serving institutional financial clients where procurement decisions are made through direct sales channels.

What geographic footprint does ADVISUITE maintain?

ADVISUITE is headquartered in Miami, Florida, and has historically maintained significant development operations in Canada. The Canadian presence reflects the engineering talent pool available there and the geographic model common among financial-software firms seeking cost-effective technical hiring. Specific current office locations beyond the Miami headquarters are not confirmed in available public records.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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