AMERINA INTERNATIONAL CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$9.8M
Discretionary
$9.8M
100% of AUM
Avg account
$1.1M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
164030
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI85.52%
  • Individuals14.48%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Amerina International Capital Management LLC is a compact, fee-based registered investment adviser structured as an LLC and owned by a mix of an individual and a foreign entity. The firm focuses on portfolio management for individuals, families and small businesses, and it also provides advisory services to business or institutional clients. Investment activity skews heavily toward publicly traded equities, with a clear preference for exchange-traded instruments to achieve liquid, core equity exposure. The firm operates on a percentage-of-AUM fee model, manages client assets on a discretionary basis, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 19%, US Government Bonds 6%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents19%
  • US Government Bonds6%

Contacts

1 of 1
  • JIAN KONG

    Managing MemberCRD 6057906

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
1910 Pacific Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth