FINANZ BUTIK CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$2.6M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
325693
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Finanz Butik Capital Management, LLC is a small, specialist manager that structures and manages pooled real estate investment vehicles for institutional investors. The firm acts in sponsor, general partner and managing member roles, positioning itself as an active manager of private real estate holdings rather than a broad-based wealth manager. Investment activity centers on private fund sponsorship and portfolio management for pooled vehicles, with additional allocations into commodities and oil & gas strategies to complement core property exposure. The firm does not position itself as an ESG-focused or multistate adviser, and its fee model leans on percentage-of-assets management fees supplemented by other revenue arrangements.

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

Owners & executives

2 of 2
  • Jose Musi Estefan

    CFOCRD 7800304

  • JORGE AGUIRRE BAUER

    CEOCRD 7800282

Contacts

1 of 1
  • Samantha Santiago-Paez

    CCOCRD 4369755

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
3011 Ponce de Leon Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth