Bancaribe Capital
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 325521
- Custodians
- STONEX FINANCIAL INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Banking / Thrift Institutions45.48%
- Corporations / Businesses27.53%
- HNWI18.01%
- Individuals8.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bancaribe Capital operates as a limited liability partnership registered in Florida that provides portfolio management services to both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and conducts discretionary and non‑discretionary portfolio management for small businesses, individuals and business/institutional accounts. Bancaribe Capital reports business links to broker‑dealer and banking/thrift institution channels, and describes itself as a domestic entity and individual owner type. The adviser does not identify as an ESG investor, is not a multi‑state adviser, and does not position itself as a capital allocator or pension consultant.
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
Asset composition
- Non-Investment Grade Corp Bonds25%
- US Government Bonds17%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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