TRANSPARENZA ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 331554
- Custodians
- MORGAN STANLEY & CO. LLC, J. SAFRA SARASIN LTD.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI93.7%
- Individuals6.3%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Transparenza Advisors LLC is a small, owner-operated advisory firm that acts as a capital allocator for individual and family clients. The firm blends a fixed-income bias — driven by a material allocation to non‑investment grade corporate bonds — with access to third‑party alternative fund managers across private equity, venture capital, hedge funds, private credit, real estate and digital currency. Service lines include portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers, which points to a model that combines direct portfolio oversight with outsourced manager selection when specialized strategies are required. Fee arrangements combine a percentage of AUM with performance‑based fees, and the firm maintains professional relationships with accounting and law firms to support tax and legal structuring needs.
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
- Non-Investment Grade Corp Bonds34%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds21%
- Public Funds/Mutual Funds13%
- US Government Bonds4%
Owners & executives
2 of 2MARCO GUERRA DE SA
Principal and Chief Executive OfficerCRD 2950581
CATALINA REY DE SA
Chief Compliance OfficerCRD 5654516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 1395 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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