BANCARIBE CAPITAL

RIASEC Registered

Total AUM

$121M

Discretionary

$78.1M

64% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

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 is organized as a limited liability partnership that provides fee-based portfolio management across individual, family and institutional clients. The firm bills on a percentage-of-assets basis and explicitly offers discretionary and non-discretionary portfolio management services for individuals/small businesses as well as for businesses or institutional clients. It reports no active ESG investing program, is not a multi-state adviser, and does not position itself as a pension consultant or capital allocator. The firm has industry affiliations with a broker-dealer channel and a banking/thrift institution, and ownership is described as a mix of a domestic entity and individuals. Bancaribe Capital’s regulatory registration year is not shown in the available data.