Aureana Capital Management, LLC

RIASEC RegisteredEst. 2010
Total AUM
$308K
Discretionary
$308K
100% of AUM
Avg account
$308K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154124
Registered since
September 10, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aureana Capital Management, LLC is an SEC-registered investment adviser formed in 2010 and organized as a limited liability company. The firm focuses on institutional clients and provides portfolio management services for pooled investment vehicles as well as for businesses and other institutions. Its fee model combines a percentage-of-assets-under-management component with performance-based fees, which indicates the firm pursues return-oriented strategies where downside and upside alignment with clients is a factor. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its activities are concentrated on advisory management rather than acting as a capital allocator or broad wealth manager, pointing to a narrow, specialized offering geared toward institutional or pooled mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Isabel Martinez Lopez

    CEO & Chief Investment OfficerCRD 5276247

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth