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⚲
|
| Fivenca Asset Management LLC
✚
|
|
|---|---|
| CRD # | 288527 |
| SEC # | 801-125721 |
| CIK # | |
| AUM | $31.1 MM (2023-03-31) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 582133075826 |
| Address | Av Francisco de Miranda, Centro Lido Caracas, Venezuela |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.9 |
| (b) Individuals (high net worth individuals) | 54 | 29.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68 | 31.1 |
| By Discretionary | ||
| Discretionary | 61 | 28.8 |
| Non-Discretionary | 7 | 2.3 |
| Total | 68 | 31.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 30.8 | |
| Total | 68 | 31.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Three Rivers Executive Consulting LLC
✚
|
PA | 0.0 |
|
Carmika Partners LLP
✚
|
0.0 | |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Guardian Pointe Private Wealth Management LLC
✚
|
MI | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Lumiere Financial Group LLC
✚
|
NY | 0.0 |
|
Known Wealth LLC
✚
|
NY | 0.0 |
|
Oak Tree Advisory Services Inc
✚
|
AZ | 0.0 |
|
GFM Asset Management LLC
✚
|
0.0 |