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Andbanc Advisory LLC

Andbanc Advisory LLC. CRD 150463

Andbanc Advisory LLC logo

CRD: 150463

Andbanc Advisory LLC

Miami, FL, 33131
3057020601
andbank.com
$806.5M Total AUM
$537.5M Disc. AUM
2.6% 3Y CAGR
13 Employees
472 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail
Platforms
ValueFoundation +more
Established Date
08-24-2009
Office Locations
3

Office Locations

1221 Brickell AVE, Suite 1050 Miami FL
201 S. Biscayne Blvd. Suite 1100 Miami FL
-- RIO DE Janeir --

About Andbanc Advisory LLC

ANDBANC Advisory LLC (Miami) lists andbank.com as its website; Andbank describes itself as an independent, family-owned private bank with a presence in 11 countries, a high Tier 1 solvency ratio, and a BBB rating from Fitch in Andorra. The advisory practice focuses on wealth management and portfolio construction using mutual funds, fixed income and ETFs, with Pershing as a custodian.

Team overview

50 AVG AGE
$80.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
4.3 yrs AVG TENURE
13 Employees
10 Advisory Reps
0 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Catalyst Summit legacy Unison atlas

Client Personas

Bridge

Custodian

Unison beacon Fusion vector Focus Catalyst capital Glacier crest Element Fusion

Fund Managers

Meridian Beacon

Investment Themes

Element Summit Oak Atlas

Investment Vehicles

Optima vector

Platform

Timber harbor Frontier

Services

Atlas catalyst Eagle vector Alpha atlas Fusion Oak

Technology

Harbor beacon Radial Crest ember

Owner & Executives

ALEJANDRO J CACERES

ALEJANDRO J CACERES

RISK MANAGER

CRD
#5574375
Ownership
Less than 5%
(976) 546-1674
ridge.alpha@primecapital.com
in linkedin.com/in/signal-crest
C

CARLOS EDUARDO GRIBEL

Chief Executive Officer

CRD
#4093473
Ownership
Less than 5%
(838) 377-6531
peak.quantum@meridiancapital.com
in linkedin.com/in/timber-glacier
H

Horizon signal

Beacon signal

CRD
#84006
Ownership
1.6%
(843) 263-1582
delta.peak@peakcapital.com
in linkedin.com/in/vertex-atlas

Showing 2 of 3 owners & executives

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Contacts

A

ANA CAROLINA ARNAU

--

CRD
#5544912
(950) 630-6937
foundation.prime@vitalcapital.com
in linkedin.com/in/bridge-eagle
R

Rodrigo Molina Borba

--

CRD
#7374134
(787) 695-2555
momentum.legacy@foundationcapital.com
in linkedin.com/in/foundation-summit
O

Optima horizon

Element alpha

CRD
#86940
(389) 899-9688
beacon.prime@vitalcapital.com
in linkedin.com/in/harbor-value

Showing 2 of 14 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-17-2022
09-06-2023
04-02-2024
07-24-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $537,527,749 $2,013,213
Non-Discretionary $268,948,372 $1,311,943
Total $806,476,121 $1,708,636

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Separately Managed Accounts

Total SMA Asset: $806,476,121

$806.5M Total SMA
Public Funds:
15.6%
Corporate - Investment Grade:
18.2%
U.S. Government/Agency:
6.7%
Cash:
32.8%
Equity - Exchange:
26.7%
Asset class Assets Assets %
Public Funds $549,055,888 15.6%
Corporate - Investment Grade $640,565,202 18.2%
U.S. Government/Agency $235,812,465 6.7%
Cash $1,154,425,200 32.8%
Equity - Exchange $939,730,268 26.7%
Total $3,519,589,023 100.0%

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