Todo Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 167858
- Registered since
- June 5, 2013
- Custodians
- SANTANDER INVESTMENT SECURITIES INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Todo Capital, LLC is a small, SEC-registered investment adviser formed in 2013 that focuses on portfolio management for individuals and small businesses. The firm is structured as a limited liability company owned by an individual and serves a client base comprised largely of individual and family clients. Its fee arrangements are flexible and include asset-based fees, hourly charges, and the ability to negotiate performance-linked compensation. Todo Capital is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Bonds50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents5%
- Sovereign Bonds2%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1Jaime Madariaga
Chief Compliance OfficerCRD 6195454
Contacts
1 of 1Francisco Madariaga
Investment Adviser RepresentativeCRD 5971662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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