Cenacle Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130804
- Website
- cenaclecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55%
- Individuals45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cenacle Capital Management, LLC is a small, privately held advisory firm that serves individuals and families. The firm operates under a limited liability company structure and bills clients primarily as a percentage of assets under management, with hourly engagement options available for certain services. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions or business clients, pension consulting services, and educational seminars or workshops. Cenacle does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Other5%
Contacts
2 of 2
Dax Rodriguez
Independent ConsultantCRD 5700954
William Ulivieri
Owner and Managing DirectorCRD 2347701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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