CERRALVO
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 324994
- Registered since
- March 28, 2023
Firm profile
FINTRXOverview
Cerralvo operates as a limited liability company and is recognized as a newly formed Registered Investment Adviser (RIA) as of 2023. The firm primarily engages in managing pooled investment vehicles, acting as a sponsor and general partner. While Cerralvo does not focus on ESG investments, it has established itself in the investment landscape through its activities in various asset classes. The firm is classified as unclassified, indicating a broad range of investment strategies without a specific focus on any single category.
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
Contacts
3 of 5Jaime Alatorre Benard
PartnerCRD 7716320
WILLIAM THORNDIKE
Managing PartnerCRD 5073608
Mario Sicilia Benard
Founder & PartnerCRD 7716323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 625 E Twiggs St
- Time zone
- ET (UTC-5)
- Office locations
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