TIEMPO CAPITAL PARTNERS

RIASEC RegisteredEst. 2024
Total AUM
$911M
Discretionary
$655M
72% of AUM
Avg account
$13.4M
Accounts
68
Employees
7
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
329367
Registered since
January 4, 2024
Custodians
J.P. MORGAN SECURITIES INC., FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • HNWI97.13%
  • Charitable Organizations2.8%
  • Individuals0.07%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tiempo Capital Partners is an independent, SEC-registered registered investment adviser organized as an LLC and positioned as a capital allocator for individual and family clients. The firm offers discretionary and non-discretionary portfolio management for individuals, small businesses and other business or institutional clients. Its fee arrangements include AUM-based fees, fixed fees and performance-linked fees, and the adviser does not list ESG investing as an active focus. The firm describes itself as operating across a mix of advisory activities rather than as a multi-state or pension consultant firm. Tiempo Capital Partners began SEC registration in 2024 and identifies as a domestic entity and individual owner type.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 59%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 9%, Private Funds 7%, Other 5%, State & Local Bonds 4%, Non-Exchange Traded Equities 2%, US Government Bonds 2%, Derivatives 1%59%
  • Exchange Traded Equities59%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents9%
  • Private Funds7%
  • Other5%

Contacts

3 of 5
  • Enrique Viyella

    Relationship ManagerCRD 6621458

  • PHILIP HACKLEMAN

    PartnerCRD 7052790

  • JOANNA ESPASAS

    Head of Operations and ComplianceCRD 5163739

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, 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
2665 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth