Davivienda Advisors

Overview

Davivienda Advisors is a limited liability company that registered with the SEC in 2022. Ownership is a mix of a foreign entity and an individual. The firm serves both individual and family clients as well as institutional clients, charging advisory fees calculated as a percentage of assets under management. The core advisory services are discretionary and non-discretionary portfolio management for individuals/small businesses and for businesses or institutional accounts. Davivienda Advisors is not identified as an active ESG investor and does not act as a capital allocator. The firm maintains industry linkages with broker‑dealers, banking or thrift institutions, trust companies and insurance companies, which suggests it works within a broader financial services ecosystem for custody, product access and client servicing.

Assets & Accounts

Investments & Alternatives