ADAMO CAPITAL
ADAMO CAPITAL FAMILY OFFICE LLC Legal Name
Adviser information for ADAMO CAPITAL last updated from Form ADV on March 12th, 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 | 16 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 516 | $1.2B |
| Total | 516 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 7 | $1.2B |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 86 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123712 |
|---|---|
| SEC ERA File Number | 801-123712 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315653 |
| Legal Entity Identifier | None |
Principal Office
98 SE 7TH STSUITE 620
MIAMI
FL
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 305 650-2997, Fax: None
Chief Compliance Officer
SANTIAGO GUTIERREZ ZALDIVAR
PRINCIPAL, PORTFOLIO MANAGER
98 SE 7TH ST
SUITE 620
MIAMI
FL
United States
Tel:
305 650-2997
B******@************L
(Full email address available in API data)
Regulatory Contact
JUAN CARLOS RIERA
COMPLIANCE CONSULTANT
2600 S. DOUGLAS RD.
SUITE 908
CORAL GABLES
FL
United States
Tel:
3054480014
J*****@*****************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 |
|---|---|---|---|---|---|
| GUTIERREZ ZALDIVAR, SANTIAGO | Individual | – | MANAGING DIRECTOR / CCO | 01/2022 | > 75% |