Tiempo Capital Partners

RIASEC RegisteredEst. 2024
Total AUM
$911M
Discretionary
$655M
72% of AUM
Avg account
$13.4M
Accounts
68
Employees
7
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
329367
Registered since
January 4, 2024
Custodians
J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI97.13%
  • Charitable Organizations2.8%
  • Individuals0.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tiempo Capital Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm describes itself as a capital allocator that serves individual and family clients, offering portfolio management for individuals/small businesses as well as for businesses or institutions. Its fee arrangements include AUM-based fees, fixed fees, performance-based fees and other fee structures. Tiempo does not identify itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 59%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 9%, Private Funds 7%, Other 5%, State & Local Bonds 4%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, Derivatives 1%59%
  • Exchange Traded Equities59%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents9%
  • Private Funds7%
  • Other5%

Contacts

3 of 5
  • Joanna Espasas

    Joanna Espasas

    Head of Operations and ComplianceCRD 5163739

  • Philip Hackleman

    Philip Hackleman

    PartnerCRD 7052790

  • Enrique Viyella

    Enrique Viyella

    Relationship ManagerCRD 6621458

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
2665 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

Similar firms