FINANZ BUTIK CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 325693
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Finanz Butik Capital Management, LLC is a small, specialist manager that structures and manages pooled real estate investment vehicles for institutional investors. The firm acts in sponsor, general partner and managing member roles, positioning itself as an active manager of private real estate holdings rather than a broad-based wealth manager. Investment activity centers on private fund sponsorship and portfolio management for pooled vehicles, with additional allocations into commodities and oil & gas strategies to complement core property exposure. The firm does not position itself as an ESG-focused or multistate adviser, and its fee model leans on percentage-of-assets management fees supplemented by other revenue arrangements.
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
Owners & executives
2 of 2Jose Musi Estefan
CFOCRD 7800304
JORGE AGUIRRE BAUER
CEOCRD 7800282
Contacts
1 of 1Samantha Santiago-Paez
CCOCRD 4369755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 3011 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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