Bancaribe Capital

RIAState Registered
Total AUM
$121M
Discretionary
$78.1M
64% of AUM
Avg account
$1.4M
Accounts
85
Employees
5
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
325521
Custodians
STONEX FINANCIAL INC., PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • Banking / Thrift Institutions45.48%
  • Corporations / Businesses27.53%
  • HNWI18.01%
  • Individuals8.98%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bancaribe Capital operates as a limited liability partnership registered in Florida that provides portfolio management services to both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and conducts discretionary and non‑discretionary portfolio management for small businesses, individuals and business/institutional accounts. Bancaribe Capital reports business links to broker‑dealer and banking/thrift institution channels, and describes itself as a domestic entity and individual owner type. The adviser does not identify as an ESG investor, is not a multi‑state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 25%, US Government Bonds 17%, Exchange Traded Equities 11%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 9%, Derivatives 9%, Public Funds/Mutual Funds 8%, Private Funds 7%, Other 4%25%
  • Non-Investment Grade Corp Bonds25%
  • US Government Bonds17%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents10%
  • Investment Grade Corp Bonds9%

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1395 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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