Noctua International Wmg, LLC

RIASEC RegisteredEst. 2009

Total AUM

$474M

Discretionary

$366M

77% of AUM

Avg account

$2.9M

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 151170
Registered since: September 2, 2009
Website: www.noctuapartners.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI98.05%
Corporations / Businesses1.95%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Noctua International Wmg, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2009) and serves both individual & family clients and institutional clients. Its advisory business covers portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not described as a capital allocator; it does, however, sponsor and act as general partner/managing member for pooled investment vehicles.