Aston Capital Management

RIASEC Registered
Total AUM
$712M
Discretionary
$516M
72% of AUM
Avg account
$3.9M
Accounts
184
Employees
3
Advisory reps
5

Firm details

Headquarters
Coral Gables, Florida
CRD number
291310
Registered since
April 9, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles53.09%
  • HNWI46.91%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Aston Capital Management is an independent, owner-operated limited liability company that provides advisory and portfolio management services to high-net-worth individuals, families and select institutional clients. The firm is registered with the SEC (registered in 2018) and positions itself as both an allocator and a manager: it runs discretionary portfolios and sponsors/serves as general partner or managing member for pooled investment vehicles. Advisory services listed include financial planning and portfolio management for individuals and small businesses. Fee arrangements combine a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor. It reports involvement in pooled vehicle sponsorship and management, which is consistent with its use of performance-fee structures and private fund activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 40%, Other 17%, Public Funds/Mutual Funds 13%, Non-Exchange Traded Equities 10%, Cash & Cash Equivalents 7%, US Government Bonds 5%, Investment Grade Corp Bonds 3%, Non-Investment Grade Corp Bonds 3%, Exchange Traded Equities 1%, State & Local Bonds 1%40%
  • Private Funds40%
  • Other17%
  • Public Funds/Mutual Funds13%
  • Non-Exchange Traded Equities10%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Luis D'amato

    Luis D'amato

    Chief Executive OfficerCRD 6887029

Contacts

3 of 4
  • Ralph Horn

    Ralph Horn

    DirectorCRD 5136688

  • Eduardo Brenner

    PartnerCRD 4735602

  • Raphael Ades

    Raphael Ades

    PartnerCRD 7804748

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Coral Gables, FL

Miami Dade

Location

Coral Gables, FL

Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
355 Alhambra Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth