ARAGON CAPITAL LLC
Adviser information for ARAGON CAPITAL LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 878 | $184.4M |
| Non-Discretionary | 46 | $25.5M |
| Total | 924 | $209.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 277 | $63.0M |
| HNW Individuals | 554 | $125.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 93 | $21.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 53 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121982 |
|---|---|
| SEC ERA File Number | 801-121982 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166958 |
| Legal Entity Identifier | None |
Principal Office
101 NE 3RD AVESUITE 1500
FORT LAUDERDALE
FL
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: (786) 529-6540, Fax: (786) 529-6570
Chief Compliance Officer
ALBERTO CHOCRON
MANAGING MEMBER
101 NE 3RD AVE
SUITE 1500
FORT LAUDERDALE
FL
United States
Tel:
7865296540
Fax:
(786) 529-6570
A**************@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NIETO, RICARDO, FRANCO | Individual | – | MANAGING MEMBER | 02/2013 | 50-75% |
| CHOCRON, ALBERTO | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 02/2013 | 50-75% |