Celenian Capital, LLC

RIASEC Registered
Total AUM
$15.2M
Discretionary
$15.2M
100% of AUM
Avg account
$3M
Accounts
5
Employees
3
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
139568
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.46%
  • HNWI5.54%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Celenian Capital, LLC is organized as a limited liability company and is classified as a hedge fund manager that serves institutional clients. Ownership is held by an individual and the firm charges both a percentage-of-AUM fee and performance-based fees. Its advisory activities span discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and portfolios for businesses or institutions. The firm does not present itself as an active ESG investor, is not registered as a multi-state adviser, and is not newly formed. An industry affiliation with a law firm is noted.

Assets & Accounts

Investments & Alternatives

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: Cash & Cash Equivalents 54%, Exchange Traded Equities 41%, Derivatives 5%54%
  • Cash & Cash Equivalents54%
  • Exchange Traded Equities41%
  • Derivatives5%

Owners & executives

1 of 1
  • Joon Yoon

    Chief Compliance OfficerCRD 7234122

Contacts

1 of 1
  • Ikro Yoon

    Managing MemberCRD 4939255

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
333 Se 2nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth