Celeres Capital Advisors, LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 304581
- Registered since
- July 16, 2019
- Website
- celerescapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2Christopher Valentine
Senior Managing PartnerCRD 4611503
Frank Turner
Senior Managing DirectorCRD 4228198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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