Celeres Capital Advisors, LLC

RIASEC RegisteredEst. 2019
Total AUM
$535M
Discretionary
$535M
100% of AUM
Avg account
$267M
Accounts
2
Employees
4
Advisory reps
2

Firm details

Headquarters
San Juan, PR
CRD number
304581
Registered since
July 16, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses97.8%
  • Pooled Investment Vehicles2.2%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Celeres Capital Advisors, LLC is an SEC-registered limited liability company that began registration in 2019 and operates as an institutional registered investment adviser. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as portfolio management for businesses or other institutions. Ownership is a mix of a domestic entity and an individual, and the firm is not structured as a capital allocator. Its fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees, indicating flexibility to accommodate institutional fund structures or customized mandates. Celeres Capital Advisors is not flagged as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Christopher Valentine

    Senior Managing PartnerCRD 4611503

  • Frank Turner

    Senior Managing DirectorCRD 4228198

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Juan, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1225 Juan Ponce De Leon Tower
Office locations

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