Noesis Capital Management Corp

RIASEC RegisteredEst. 1995
Total AUM
$877M
Discretionary
$816M
93% of AUM
Avg account
$1M
Accounts
851
Employees
12
Advisory reps
8

Firm details

Headquarters
Boca Raton, Florida
CRD number
110819
Registered since
September 5, 1995
Website
www.noesis-capital.com
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI77.97%
  • Corporations / Businesses11.21%
  • Individuals10.66%
  • Pension & Profit Sharing Plans0.16%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Noesis Capital Management Corp is an independent registered investment adviser operating as a corporation and registered with the SEC since 1995. The firm serves both high-net-worth individuals and families as well as institutional and business clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee schedules combine asset-based fees and fixed-fee arrangements. Noesis reports it is not an active ESG investor and does not identify as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Private Funds 15%, Other 6%, Non-Exchange Traded Equities 4%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%70%
  • Exchange Traded Equities70%
  • Private Funds15%
  • Other6%
  • Non-Exchange Traded Equities4%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Nicolaas Letschert

    Nicolaas Letschert

    Founder and CEOCRD 874768

Contacts

3 of 7
  • Cheryl Deknatel

    Cheryl Deknatel

    Relationship ManagerCRD 2188704

  • Laleeta Hill

    Laleeta Hill

    Equity Research AnalystCRD 8221447

  • Simon Kasbari

    Simon Kasbari

    Relationship ManagerCRD 7150417

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$85.2M in ETFs

Passive

72%

$61.2M

Active

28%

$24M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN ULTRA-SHORT INCOME ETF (JPST)JP MorganActiveUltrashort Bond$15.9M313,76418.63%
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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
Sq 2700 N Military Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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