DRAGUS CAPITAL, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 158122
- Registered since
- June 24, 2011
- Website
- www.draguscapital.com
- Custodians
- BANCO SABADELL MIAMI BRANCH, ML, SANTANDER INVESTMENT SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.66%
- Individuals0.34%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dragus Capital, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2011. The firm’s core advisory activity is portfolio management for individual clients and small businesses; its stated client base is individuals and families. Compensation is delivered through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Investment Grade Corp Bonds58%
- Public Funds/Mutual Funds12%
- Non-Investment Grade Corp Bonds8%
- US Government Bonds7%
- Exchange Traded Equities6%
Contacts
3 of 5JORGE SANCHEZ
MemberCRD 4341320
ANTONIO POLEGRE
Relationship ManagerCRD 5971426
ADRIANA GUTIERREZ
VP, Wealth ManagementCRD 5971927
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, 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
- 2121 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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