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 investment adviser formed in 2010 and organized as a limited liability company. The firm focuses on institutional clients and provides portfolio management services for pooled investment vehicles as well as for businesses and other institutions. Its fee model combines a percentage-of-assets-under-management component with performance-based fees, which indicates the firm pursues return-oriented strategies where downside and upside alignment with clients is a factor. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its activities are concentrated on advisory management rather than acting as a capital allocator or broad wealth manager, pointing to a narrow, specialized offering geared toward institutional or pooled mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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