Libra Investment Advisors Inc
Firm details
- Headquarters
- ,
- CRD number
- 333647
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI63.89%
- Corporations / Businesses36.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Libra Investment Advisors Inc is a small, independent registered investment adviser that functions as a capital allocator for a mix of individual, family and institutional clients. The firm offers advice across financial planning, portfolio management for individuals and small businesses, pension consulting, the selection of other advisers, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and performance-based fees, indicating the firm can tailor compensation to client needs and to specific investment mandates. Investment activity is weighted toward fixed-income allocations, with a material position in U.S. government bonds. At the same time, the firm allocates to third‑party alternative managers—specifically private equity—suggesting a willingness to combine conservative core exposures with selected private-market strategies. Libra Investment Advisors Inc does not position itself as an active ESG investor.
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
- US Government Bonds55%
- Exchange Traded Equities35%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1
Mariano Crespo Gonzalez
Chief Operating OfficerCRD 7996290
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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