Bancaribe Capital

Overview

Bancaribe Capital is a limited liability partnership that provides discretionary and non-discretionary portfolio management primarily to individuals, families and smaller institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals/small businesses as well as for businesses or institutions. Bancaribe Capital reports relationships with industry intermediaries—specifically broker-dealer channels and banking/thrift institutions—which suggests it operates with some distribution or execution partnerships rather than as a standalone custodian platform. The adviser does not market itself as an active ESG investor and is organized as a domestic entity. Its operating footprint is compact (one office on file), and it appears to concentrate on a relatively small client base rather than broad retail distribution.

Assets & Accounts

Investments & Alternatives