Cabildo Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 297330
- Website
- www.cabildo.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.91%
- Individuals9.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cabildo Capital LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small business owners. The firm runs a concentrated equity-oriented program: exchange-traded equities dominate client portfolios, and the team deploys a fee-for-assets model rather than commission-based brokerage. Cabildo does not position itself as a capital allocator; instead it manages client assets directly with a clear tilt toward liquid public equities supplemented by mutual funds and selected third-party alternative managers. Investment activity centers on active management of discretionary accounts with an emphasis on tradable equity exposure. The firm is not listed as an active ESG investor and appears to operate as a single-state adviser serving a small, high-net-worth client base. Given the heavy equity weighting and use of external hedge fund and real estate managers, Cabildo’s approach blends core-long equity exposure with alternative sleeves intended to improve diversification or provide non-correlated return streams.
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Raul Sonza
Managing PartnerCRD 4273419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations