Aureana Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154124
- Registered since
- September 10, 2010
- Website
- www.aureanacapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aureana Capital Management, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and established in 2010. The firm serves an institutional client base and provides portfolio management for pooled investment vehicles and for businesses or institutions. Its compensation includes both a percentage-of-AUM fee and performance-based fees, a structure commonly used when managing private or pooled strategies. Aureana does not market itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Isabel Martinez Lopez
CEO & Chief Investment OfficerCRD 5276247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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