Cenacle Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130804
- Website
- cenaclecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI55%
- Individuals45%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cenacle Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing for advisory work. Its stated advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutional/business clients, pension consulting-type services, and client education through seminars and workshops. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- Other5%
Contacts
2 of 2
Dax Rodriguez
Independent ConsultantCRD 5700954
William Ulivieri
Owner and Managing DirectorCRD 2347701
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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