Proaltus Usa Inc.
- Regulatory AUM
- $605M
- Discretionary
- $326M
- Clients
- 94
- Avg AUM / client
- $6.4M
- Accounts
- 94
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $26.3M | 4.35% |
| High net worth individuals | 8 | $48.4M | 8.01% |
| Pooled investment vehicles (non-investment companies) | 8 | $173M | 28.6% |
| Other investment advisers | 2 | $259M | 42.8% |
| Corporations and other businesses | 23 | $98.4M | 16.3% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $86.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Proaltus Private Markets Fund Lp Skypointer Ventures Fund I | Venture Capital Fund | Delaware | $23.0M | 1 |
| Dcp Fund Strategies Spc Aviation Strategies Sp | Liquidity Fund | Cayman Islands | $20.0M | 1 |
| Dcp Fund Strategies Spc Dcp Global Equities Sp | Liquidity Fund | Cayman Islands | $16.0M | 2 |
| Dcp Fund Strategies Spc Hedge Fund Opportunities Sp | Hedge Fund | Cayman Islands | $11.0M | 7 |
| Proaltus Private Markets Fund Lp Interaltus Us Real Estate Opportunities Fund I | Real Estate Fund | Delaware | $7.5M | 2 |
| Dcp Fund Strategies Spc Azet Iii Vc Sp | Venture Capital Fund | Cayman Islands | $7.0M | 11 |
| Dcp Fund Strategies Spc Multi Asset Global Allocation Sp | Hedge Fund | Cayman Islands | $2.0M | 2 |
| Dcp Fund Strategies Spc Optimal Hedge Growth Sp | Hedge Fund | Cayman Islands | $0 | 0 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benitez, Marcelo, Antonio | Managing Director / Principal | Jan 2017 (10y) | ≈ 42.19% – 100% via Maba Wealth Sl | |
| Canavati, Marcelo | Chief Compliance Officer | Aug 2020 (6y) | Less than 5% | |
| Mauricio Flores Lobeira | Registered representative | Nov 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Proaltus Capital Advisers Ltd. | Shareholder | Dec 2021 | A | 75% or more |
| Maba Wealth Sl | Shareholder | Dec 2021 | B | ≈ 56.25% – 100% via Proaltus Capital Advisers Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Benitez, Marcelo, Antonio: 75% – 100% of Maba Wealth Sl × 75% – 100% of Proaltus Capital Advisers Ltd. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Maba Wealth Sl: 75% – 100% of Proaltus Capital Advisers Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $86.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Proaltus Private Markets Fund Lp Skypointer Ventures Fund I | Venture Capital Fund | $23.0M | $250K | 1 |
| Dcp Fund Strategies Spc Aviation Strategies Sp | Liquidity Fund | $20.0M | $100K | 1 |
| Dcp Fund Strategies Spc Dcp Global Equities Sp | Liquidity Fund | $16.0M | $100K | 2 |
| Dcp Fund Strategies Spc Hedge Fund Opportunities Sp | Hedge Fund | $11.0M | $100K | 7 |
| Proaltus Private Markets Fund Lp Interaltus Us Real Estate Opportunities Fund I | Real Estate Fund | $7.5M | $100K | 2 |
| Dcp Fund Strategies Spc Azet Iii Vc Sp | Venture Capital Fund | $7.0M | $250K | 11 |
| Dcp Fund Strategies Spc Multi Asset Global Allocation Sp | Hedge Fund | $2.0M | $100K | 2 |
| Dcp Fund Strategies Spc Optimal Hedge Growth Sp | Hedge Fund | $0 | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 2.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • DISTRIBUTION FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Actinver Casa De Bolsa, S.A. De C.V. $253M (42% of AUM) Jul 2026
- Interactive Brokers $60.2M (10% of AUM) Jul 2026
- J.P. Morgan $51.9M (9% of AUM) Jul 2026
- Fund Bank Ltd $32.5M (6% of AUM) Sep 2025
- Dms Bank & Trust Cayman $15.0M (6% of AUM) Oct 2021
- Caceis Bank $10.0M (4% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗