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- Custodian
- Altruist · Betterment · Interactive Brokers
- Clients
- Retail
- Platforms
- Oak ridgeInsight
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Aduna Capital
Aduna Capital is a Norwalk, CA boutique venture advisory and wealth management firm serving founders, entrepreneurs, first responders/educators, and high-net-worth families. The firm builds diversified, risk-managed portfolios and provides 401(k) and retirement solutions, tax-smart wealth planning, and guidance on alternatives and crypto. A key differentiator is private market access, including opportunities tied to well-known late-stage private companies, delivered through a founder-led, hands-on model.
Team overview
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Technology
Owner & Executives
ALFONSO F Quetzalcoatl ADUNA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6449637
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,466,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,466,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,466,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $423,062,000 | 6.9% |
| Private Funds | $521,163,333 | 8.5% |
| Cash | $1,238,529,332 | 20.2% |
| Corporate - Investment Grade | $876,780,666 | 14.3% |
| Municipal Bonds | $410,799,333 | 6.7% |
| Sovereign Bonds | $625,396,000 | 10.2% |
| U.S. Government/Agency | $803,204,666 | 13.1% |
| Other | $1,232,397,999 | 20.1% |
| Total | $6,131,333,329 | 100.0% |