PECORA CAPITAL LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 308178
- Website
- www.pecoracapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pecora Capital LLC is a boutique wealth manager focused on high-net-worth individuals and families. The firm tilts heavily toward publicly traded equities and exchange-traded instruments, running primarily discretionary portfolios and pooled vehicles. Its advisory work includes traditional portfolio management for individuals and small businesses, as well as management of pooled investment vehicles that may warrant performance-based fee arrangements. The combination of percentage-of-AUM and performance-based fees suggests the firm runs active strategies that can include opportunistic allocations outside plain-vanilla long-only equity holdings.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
3 of 4AARON SMITH
FounderCRD 4370618
Thomas Kleber
Global Head of EquitiesCRD 7021717
JOSEPH CHIARO
Sales AssistantCRD 5864533
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
- 601 Brickell Key Dr
- Time zone
- ET (UTC-5)
- Office locations
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