# ADVISUITE

ADVISUITE is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** advisuite.com

## Regulatory record

- **CRD number:** 329395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329395

## About

ADVISUITE is a state-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.

## Sectors

- Enterprise Software
- FinTech

## Questions

### 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.

### 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.

## Related profiles

- [Advisor Solutions by Purpose](https://altss.com/profile/advisor-solutions-by-purpose)
- [AdvoWealth Advisors](https://altss.com/profile/advowealth-advisors-llc)

---

Last updated: 2026-07-10T19:09:39.000Z

Canonical page: https://altss.com/profile/advisuite

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology