Steven Roy Karpel

Employer firm

Welcy Capital Advisors LLC CRD 154782

$226M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 11/2017
  Tavira Securities Us Llc
  Armonk, NY
• 01/2017 → 12/2022
  Css Capital Advisory Llc
  Miami, FL
• 03/2015 → 12/2022
  Aeneas Corporate Services Llc
  Miami, FL
• 08/2018 → 05/2020
  Brickell Global Markets, Inc.
  Miami, FL
• 01/2018 → 11/2018
  Citadel Crypto Holdings Llc
  Miami, FL
• 08/2018 → 05/2020
  Elneser Enterprises, Llc
  Palmetto Bay, FL
• 09/2020 → 08/2025
  Hpo Americas Ltd.
  Miami, FL
• 10/2018 → Present
  Americanus Capital Partners Llc
  Miami, FL
• 06/2021 → Present
  U.S. Corporate Concierge Llc
  Miami, FL
• 12/2022 → Present
  1414 West Avenue, Llc
  Miami, FL
• 01/2024 → Present
  Opus Design And Development Fund
  Miami, FL
• 02/2025 → Present
  Optimal Real Estate Development Llc
  Miami, FL
• 02/2025 → Present
  Efinop Llc
  Miami, FL
• 02/2025 → Present
  Efinop Technologies Llc
  Miami, FL
• 11/2025 → Present
  Prival Securities Usa, Inc.
  Miami, FL
• 01/2026 → Present
  Welcy Capital Advisors Llc
  Miami, FL

Previous Registrations

• 2024-06-14 → 2025-08-26
  Hpo Americas Ltd.
  Miami, FL
• 2021-07-30 → 2023-12-31
  Hpo Americas Ltd.
  Miami, FL
• 2021-02-26 → 2021-05-27
  Hpo Americas Ltd.
  Miami, FL

Other Businesses

Welcy Capital Advisors, LLC , 01/2026, CCO, investment related, affiliated investment adviser firm, 10-15 hours a week during trading hours. eFINOP LLC; non-investment related; business address: 40 SW 13th St, Suite 201B, Miami, FL 33130; nature of the business: software application to automate of financial reports; position/title: CEO/Founder, 50% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: assist partner when required to make operational decisions eFINOP Technologies LLC; non-investment related: business address: 40 SW 13th St, Suite 201B, Miami, FL 33130; nature of the business: owner of intellectual property of software application to automate of financial reports; position/title: CEO/Founder, 40% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: planning and oversight of development of software application to automate financial reports Optimal Real Estate Development: non-investment related: business address: 500 Brickell Ave Suite 3410, Miami, FL 33131; nature of the business: real estate development; position/title: Managing Member/100% owner; start date 02/2025; approximate number of hours/month devoted: <5; approximate number of hours devoted during trading hours: 0; duties/responsibilities: real estate investing and development U.S. Corporate Concierge LLC; non-investment related; business address: 500 Brickell Avenue, Suite 3410, Miami, FL 33131; the nature of the business: bookkeeping and administrative services to U.S. corporate entities; position/title: Managing Partner / 50% Owner; start date: 06/21; approximate number of hours/month devoted: <5; approximate number of hours/month devoted during trading hours: 0; duties/responsibilities relating to the other business: limited to monthly review of financials and general ledger completed by bookkeeper and administrative services. Opus Design and Development Fund, Miami, FL , Managing Partner and CFO, development of waterfront luxury homes, January 2024, approximate 5 hours a week, 2 hours a week during trading hours, investment related. Americanus Capital Partners LLC; not securities related; Miami, FL 33130; the nature of the business: personal investments in private mortgage lending; position/title: Owner; start date: 10/2018; approximate number of hours/month devoted: 0; number of hours during trading hours: 0; no duties related to business. 1414 West Ave LLC: Miami, FL 33130; start date 12/2022; nature of business: project management of a construction project; [project manager; approximate number of hours/month devoted: <5; number of hours during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2021-02-18
• S63 Uniform Securities Agent State Law Examination
  1991-06-24