$48.4M Total AUM
$39.8M Disc. AUM
-23.8% 3Y CAGR
4 Employees
126 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 11-29-2006
- Office Locations
- 2
Office Locations
5550 Glades Road Suite 535 Boca Raton FL
Exeter Crossing 18 Hampton Road, Suite 4 Exeter NH
About Aventura Capital Management, LLC
Aventura Capital Management, LLC is an independent wealth management firm providing unbiased financial planning, analysis, and asset management for retail and institutional clients. Portfolios focus on long-term wealth growth and protection, often implemented with ETFs and diversified strategies. The team brings 90+ years of combined experience and serves clients in English and Spanish.
Team overview
44 AVG AGE
$16.1M AVG AUM / ADVISOR
$384.2K AVG AUM / CLIENT
15.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Delta peak
Custodian
Vital
Investment Themes
Focus Legacy Eagle signal
Investment Vehicles
Quantum prime
Services
Focus value Fusion Matrix Momentum ember
Technology
Vertex
Owner & Executives
DANIEL THOMAS CAUCEGLIA
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #1490736
- Ownership
- Less than 5%
(679) 889-8528
radial.vector@signalcapital.com
in linkedin.com/in/vertex-vertex
Showing 1 of 1 owners & executives
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JUAN LOPEZ
--
- CRD
- #6277056
(867) 977-5188
peak.value@bridgecapital.com
in linkedin.com/in/zenith-north
TIMOTHY BRIAN MOY
--
- CRD
- #5281548
(332) 851-7375
harbor.harbor@alphacapital.com
in linkedin.com/in/delta-foundation
F
Fusion pathway
Matrix signal
- CRD
- #50125
(878) 262-3269
signal.summit@vertexcapital.com
in linkedin.com/in/harbor-insight
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,778,976 | $160,399 |
| Non-Discretionary | $8,628,795 | $2,157,199 |
| Total | $48,407,771 | $192,094 |
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Separately Managed Accounts
Total SMA Asset: $48,407,771
Other:
20.3% Equity - Exchange:
49.9% U.S. Government/Agency:
29.8% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,363,229,682 | 20.3% |
| Equity - Exchange | $3,350,993,159 | 49.9% |
| U.S. Government/Agency | $2,001,194,311 | 29.8% |
| Total | $6,715,417,152 | 100.0% |