SourcingSourcing

MIDTOWN INVESTMENT ADVISORS LLC

C41
CRD 316137·SEC 801-122406·MIAMI, FL
AUM
$278.0M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$834K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIDTOWN INVESTMENT ADVISORS LLC
CRD
316137
SEC file #
801-122406
EIN
—
DBA names
—

Economics

AUM
$278.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$119.0M → $278.0M▲ +134%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
midtownia.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAVALIA INVESTMENTS LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
CAVALIA INVESTMENTS LLC
MIAMI REALTY ASSOCIATES, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MIDTOWNIA.COM
Rdap Domain Creation Date
2025-04-11T12:46:01Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust6
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-11T12:46:01Z
Rdap Domain Last Changed
2025-04-11T12:46:02Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
Saieh, Alexander, Armando
Executive Officer · 2.5%
7425647
VELEZ, ALEJANDRO
Executive Officer · 2.5%
4543854