Nicolas Zalles

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

• 09/2014 → Present
  Lw Investment Management (Usa) Llc
  Miami, FL
• 06/2026 → Present
  Prival Securities Usa, Inc.
  Miami, FL

Other Businesses

Urcupina Investments LLC. 2006 to Present. Non-investment related, 11402 NW 41st St., #202, Doral FL 33178, holding company for a condo in Miami, secretary, O hours/month. No official duties. Welcy Capital Advisors, LLC: 2014 to Present; Investment related, 1101 Brickell Avenue, #N1600, Miami, FL 33131, Registered Investment Advisory, Portfolio Manager, 80 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-30

Other Names

• Nicolas Zalles Patino