CERRALVO

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
324994
Registered since
March 28, 2023

Firm profile

FINTRX

Overview

Cerralvo operates as a limited liability company and is recognized as a newly formed Registered Investment Adviser (RIA) as of 2023. The firm primarily engages in managing pooled investment vehicles, acting as a sponsor and general partner. While Cerralvo does not focus on ESG investments, it has established itself in the investment landscape through its activities in various asset classes. The firm is classified as unclassified, indicating a broad range of investment strategies without a specific focus on any single category.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 5
  • Jaime Alatorre Benard

    PartnerCRD 7716320

  • WILLIAM THORNDIKE

    Managing PartnerCRD 5073608

  • Mario Sicilia Benard

    Founder & PartnerCRD 7716323

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
625 E Twiggs St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth