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355 Alhambra Circle, Suite 1350, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
Branch Locations
355 Alhambra Circle Suite 1350, Miami, FL 33134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heic | Miami | FL | 01/1997 | Present |
| Bridgeloan Investors, Inc | Miami | FL | 01/1994 | Present |
| Bridgeinvest Specialty Credit Fund, Lllp | Miami | FL | 08/2016 | Present |
Business activities: Bridgeloan Investors Inc.: Ralph is a Director at Bridgeloan Investors Inc, Ralph owns a minority position of Bridgeloan. Ralph provides some analysis on company projects, provides ongoing management as needed, and oversees the financials for the company. Bridgeinvest LLC: Bridgeinvest offers and manages opportunities in real estate lending to investors. The company is also the Manager and General Partner of the Bridgeinvest Specialty Credit Fund, LLLP which is a non-registered investment fund that invests in mortgages and notes always collateralized by real estate. Ralph owns a minority position of Bridgeinvest and also on the Board. H2A Capital Corp, Ralph is a Director at H2A Capital, Ralph owns a position of H2A Capital. Ralph provides some analysis on company projects, provides ongoing management as needed, and oversees the financials for the company. Edinvest Education, LLC: Edinvest Education, LLC (Edinvest) is a company that has a minority participation in two different companies: 1.L&S Investment Advisors, which is a Florida Registered Investment Advisor. Ralph does not participate in the management or in the investment process of L&S, however L&S does sub lease space from HEIC and the firms are co-located in the same space. It is anticipated that there may be some referrals of clients between the firms but this has yet to occur. 2.Liberta Global,LLC which focuses on courses online for foreigners, teaching them how to invest in the American market. Liberta Global also shares the office of HEIC. Started in 11/2016 and spends 0 hours on this endeavor and is a minority shareholder.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S66 | Uniform Combined State Law Examination | 2006-03-31 |
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