$48.9M Total AUM
$48.8M Disc. AUM
-- 3Y CAGR
16 Employees
235 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Eagle elementBridge +more
- Established Date
- 08-28-2009
- Office Locations
- 2
Office Locations
Centro Banaven, Of.: B-15-01 Av. LA Estancia, Chuao Caracas --
-- Municipio EL Hatillo Caracas --
About Bondwire
Bondwire is an SEC-registered investment adviser providing customized, transparent investment advisory and financial planning on a flat-fee basis. The firm serves retail and institutional clients with portfolios emphasizing fixed income, public funds, and ETFs. It highlights ongoing monitoring and responsiveness, with multilingual, high-touch support and multi-custodial access (e.g., Interactive Brokers, Pershing).
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$208.2K AVG AUM / CLIENT
10.3 yrs AVG TENURE
16 Employees
9 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Glacier momentum Focus Horizon Optima
Client Personas
Pathway matrix
CRM
Beacon north
Custodian
North horizon Peak atlas Delta Vital ember Vital
Investment Themes
Pathway horizon Zenith
Investment Vehicles
Pioneer
Platform
Foundation
Services
Matrix Zenith Frontier horizon Momentum ridge
Technology
Zenith Alpha beacon Pioneer element
Owner & Executives
MATIAS MIGUEL MANZO
President
- CRD
- #5093635
- Ownership
- Less than 5%
(255) 205-7164
radial.vertex@deltacapital.com
in linkedin.com/in/beacon-north
Showing 1 of 1 owners & executives
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GUSTAVO ANTONIO ROJAS Green
--
- CRD
- #6274601
(954) 640-6968
beacon.beacon@summitcapital.com
in linkedin.com/in/catalyst-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,824,413 | -- |
| Non-Discretionary | $95,098 | -- |
| Total | $48,919,511 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,919,511
Equity - Exchange:
14.0% Corporate - Investment Grade:
24.6% Public Funds:
16.9% Cash:
5.5% U.S. Government/Agency:
5.7% Corporate - Non-Investment Grade:
8.6% Derivatives:
8.1% Sovereign Bonds:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,945,335 | 14.0% |
| Corporate - Investment Grade | $193,189,660 | 24.6% |
| Public Funds | $132,719,726 | 16.9% |
| Cash | $43,192,810 | 5.5% |
| U.S. Government/Agency | $44,763,458 | 5.7% |
| Corporate - Non-Investment Grade | $67,537,849 | 8.6% |
| Derivatives | $63,611,230 | 8.1% |
| Sovereign Bonds | $130,363,755 | 16.6% |
| Total | $785,323,823 | 100.0% |