# PARTICIPANT CAPITAL ADVISORS, LLC

PARTICIPANT CAPITAL ADVISORS, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 304859
- Type: SEC-registered investment adviser
- SEC file number: 801-122661
- Location: 333 S.E. SECOND AVENUE, SUITE 3000, MIAMI, FL, 33131
- Phone: 800-581-7227
- Latest filing: 2026-03-24
- Regulatory AUM: $166.1M
- Discretionary AUM: $166.1M
- Clients: 9
- Accounts: 6

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Nmn Kodsi | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Sergio Nmn Moises | CHIEF FINANCIAL OFFICER & CHIEF INVESTMENT OFFICER; MANAGER | — |
| Arcadia Maria Alvarez | CHIEF COMPLIANCE OFFICER | — |
| FULLER L CHARLES | CHIEF INVESTMENT OFFICER | — |
| WASSERMAN BERNARD | PRESIDENT | — |
| KODSI DANIEL NMN | CHIEF EXECUTIVE OFFICER; MANAGER | — |
| MOISES SERGIO NMN | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER (+2 more) | — |
| LOZANO BERNARDO FIDEL | DESIGNATED PRINCIPAL | — |
| ALVAREZ ARCADIA MARIA | CHIEF COMPLIANCE OFFICER | — |
| WASSERMAN BERNARD NMN | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304859/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304859/similar
- Related entities: https://search.stillhousedata.com/firm/304859/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304859

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.