Bella Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 329476
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bella Capital is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. While Bella Capital does not engage in active ESG investing, it offers a range of investment strategies tailored to meet the unique needs of its clients. The firm is not classified as a multi-state adviser and does not have affiliations with related advisers or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Pedro Ridolfi
Managing MemberCRD 5459551
Roberto Schuback
Compliance OfficerCRD 7984602
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 100 Se 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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