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Alejandro Algaze

Matters Capital LLC

Coral Gables, FL

CRD 5413281

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Employer firm

Matters Capital LLC CRD 333776

$297M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Matters Capital Llc

2000 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-05
  • FL RA
    APPROVED
    Since 2025-03-05

Branch Locations

2000 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Socione Logistics Llc Coral Gables FL 08/2012 09/2018
Green Logistics Llc Coral Gables FL 07/2015 11/2019
Svb Wealth Llc Miami FL 12/2019 01/2025
Matters Capital Llc Miami FL 02/2025 Present
  • 08/2012 → 09/2018
    Socione Logistics Llc
    Coral Gables, FL
  • 07/2015 → 11/2019
    Green Logistics Llc
    Coral Gables, FL
  • 12/2019 → 01/2025
    Svb Wealth Llc
    Miami, FL
  • 02/2025 → Present
    Matters Capital Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-25
S66 Uniform Combined State Law Examination 2008-04-28
  • S65 Uniform Investment Adviser Law Examination
    2020-11-25
  • S66 Uniform Combined State Law Examination
    2008-04-28
Other Names
  • Alejandro Algaze Guiloff

View on SEC IAPD

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