Noesis Capital Management Corp

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Noesis Capital Management Corp
CRD #110819
SEC #801-49934
CIK #0001262677
AUM 876.9 M (2026-03-23)
Employees 12 (58% Investors, 0% Brokers)
Fees
Minimum
Phone561-999-9888
AddressFountain Square, 2700 North Military Trail
Boca Raton, FL 33431
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
90072054036018001999200820172027
Sector Form 13F Holdings Value ($B)
Alphabet Inc 0.0
J P Morgan Chase & Co 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
Amphenol Corp /DE/ 0.0
American Express Co 0.0
Caterpillar Inc 0.0
Stryker Corp 0.0
Amazon Com Inc 0.0
Royal Caribbean Cruises Ltd 0.0
Advanced Micro Devices Inc 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 181 93.5
(b) Individuals (high net worth individuals) 181 683.7
(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 1 1.4
(h) Charitable organizations 0 0.0
(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 11 98.3
(n) Other 0 0.0
Total 851 876.9
By Discretionary
Discretionary 797 816.3
Non-Discretionary 54 60.6
Total 851 876.9
By Non-United States Persons
Non-United States Persons 165.7
United States Persons 711.2
Total 851 876.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001262677]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients2 (19 non-US)
ServesInstitutional, Retail
LEI254900TQ9M8RCLXL8798
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