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 investment adviser that focuses on institutional clients and portfolio management for pooled investment vehicles and for businesses or institutions. The firm is organized as a limited liability company and registered with the SEC in 2019. Its client base is institutional rather than retail, and it does not identify as an active ESG investor. Fee arrangements include percentage-of-AUM charges, fixed fees, and performance-based fees. Ownership is reported as a mix of a domestic entity and an individual.
Assets & Accounts
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
- 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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