NOCTUA INTERNATIONAL WMG, LLC
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
FINTRXOverview
Noctua International Wmg, LLC is a small, SEC‑registered investment adviser organized as an LLC that manages portfolios for high‑net‑worth individuals, families and institutional clients. The firm’s mandate centers on discretionary portfolio management across both separate accounts and pooled investment vehicles; it also serves as sponsor, general partner and managing member for some pooled vehicles, indicating hands‑on involvement in running alternative structures. Fee arrangements include asset‑based fees, fixed fees and performance‑linked fees, which supports a mix of ongoing wealth management and opportunistic/structure‑level compensation for return‑oriented strategies. Investment style tilts toward using third‑party pooled products and professional managers rather than building large direct equity portfolios in‑house. The firm does not position itself as an ESG specialist and is not registered as a multi‑state adviser. Its advisory scope explicitly covers individuals and small businesses, pooled investment vehicles and business or institutional accounts.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds42%
- US Government Bonds25%
- Private Funds10%
- Sovereign Bonds7%
- Investment Grade Corp Bonds7%
Owners & executives
2 of 2MARTIN GUYOT
Founder and CEOCRD 4659484
CARLOS MORALES
Chief Compliance Officer and OperationsCRD 7350364
Contacts
2 of 2FRANK ESTEVEZ
Investment PrincipalCRD 5889471
FRANCISCO MARINO
Managing PartnerCRD 7597276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, 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
- 2011 S Miami Ave
- Time zone
- ET (UTC-5)
- Office locations
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