TROLUCE CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2023
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$280M
Accounts
8
Employees
5
Advisory reps
2

Firm details

Headquarters
DORADO, PR
CRD number
313120
Registered since
April 7, 2023
Custodians
JEFFERIES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles93.36%
  • HNWI6.64%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Troluce Capital Advisors LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge-fund manager focused on institutional clients. The firm acts as a commodity pool operator/commodity trading advisor (CPO/CTA) and serves as sponsor, general partner and managing member for pooled investment vehicles. Its advisory services include portfolio management for pooled vehicles and for businesses or institutional investors. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not self-identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

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 75%, Derivatives 14%, Investment Grade Corp Bonds 8%, Cash & Cash Equivalents 2%, US Government Bonds 1%75%
  • Exchange Traded Equities75%
  • Derivatives14%
  • Investment Grade Corp Bonds8%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

2 of 2
  • MICHAEL ZECHER

    COO & CFOCRD 5226312

  • JARED DUBIN

    Chief Executive OfficerCRD 5592546

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DORADO, PR

Location

DORADO, PR

Headquartered in DORADO, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
8182 C Lots
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth