PUENTE ASESORAMIENTO DE INVERSIONES, LLC

Overview

Puente Asesoramiento de Inversiones, LLC is an SEC-registered advisory firm that operates largely in a non-discretionary capacity and functions as a registered representative of a broker-dealer. The firm’s advisory mandate covers portfolio management for individuals and small businesses as well as for business or institutional clients. Puente’s fee model is a percentage of assets under management, and it does not characterize itself as a capital allocator. Investment activity shows a conservative operational model: the firm maintains non-discretionary relationships that leave ultimate trade authority with clients or their agents, while Puente provides advice, model recommendations and execution via broker-dealer channels. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or a related adviser. Ownership is a hybrid structure involving both an individual and a foreign entity.

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Location & Offices