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- Custodian
- Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Value
- Established Date
- 03-26-2019
- Office Locations
- 1
Office Locations
About Prym Advisors LLC
Areti Capital Advisors provides wealth management and portfolio construction built around disciplined asset allocation and tailored wealth planning for clients focused on spending needs, legacy, and philanthropy. The team integrates ESG analytics and values-based themes to target long-term competitive returns with positive impact, implementing portfolios with proprietary and third-party strategies. Operates as an external asset manager of UBS International USA.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
TULENA EUGENIA HERNANDEZ
Owner
- CRD
- --
- Ownership
- 75% or more
JUAN DAVID HERNANDEZ QUIJANO
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Juan David Hernandez Quijano
--
- CRD
- #6711906
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $729,935 | -- |
| Non-Discretionary | $75,712,006 | -- |
| Total | $76,441,941 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,441,941
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $324,239,629 | 36.8% |
| Equity - Exchange | $96,919,454 | 11.0% |
| Cash | $96,038,368 | 10.9% |
| U.S. Government/Agency | $205,293,026 | 23.3% |
| Corporate - Non-Investment Grade | $158,595,471 | 18.0% |
| Total | $881,085,948 | 100.0% |