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CAF Investments LLC

CAF Investments LLC. CRD 313629

C

CRD: 313629

CAF Investments LLC

Guaynabo, PR, 00969
7872061637
www.cafinvestment.com
$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
7 Employees
466 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
BeaconBridge ridge +more
Established Date
02-01-2022
Office Locations
1

Office Locations

Avenida Esmeralda #5, Second Floor Guaynabo PR

About CAF Investments LLC

CAF Investments is a Guaynabo, Puerto Rico-based wealth management and financial planning firm helping individuals and businesses with retirement and goal planning, including IRAs/Roth IRAs and 401(k) plans. Founded by Carlos A. Feliciano in 2015, the firm brings a stock-market focus and serves clients across Puerto Rico, the U.S., and parts of Europe and Latin America, with custody at Charles Schwab.

Team overview

-- AVG AGE
$6.7M AVG AUM / ADVISOR
$86.8K AVG AUM / CLIENT
1.8 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age

Insights

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Accredited Investors

Pathway bridge

Asset Classes

Radial oak

Custodian

Ember Pioneer Zenith

Investment Themes

Beacon vital

Investment Vehicles

Delta prime Momentum

Services

Alpha Wave Value Foundation Bridge Insight Timber summit

Technology

Matrix foundation North Horizon Matrix Optima

Owner & Executives

C

Carlos Feliciano

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#7358921
Ownership
75% or more
(895) 587-1946
capital.eagle@signalcapital.com
in linkedin.com/in/momentum-vital

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Contacts

M

Maria Victoria Colon

--

CRD
#8152902
(716) 317-6711
ridge.summit@momentumcapital.com
in linkedin.com/in/oak-pathway
J

Jose Enrique Linares Blasini

--

CRD
#7014193
(811) 957-3936
legacy.glacier@frontiercapital.com
in linkedin.com/in/meridian-momentum
A

Atlas wave

Quantum zenith vital

CRD
#92136
(294) 365-9054
insight.vector@momentumcapital.com
in linkedin.com/in/glacier-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $40,472,047 --
Non-Discretionary $0 --
Total $40,472,047 --

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Separately Managed Accounts

Total SMA Asset: $40,472,047

$40.5M Total SMA
Public Funds:
25.2%
Cash:
14.6%
Equity - Exchange:
34.4%
U.S. Government/Agency:
25.8%
Asset class Assets Assets %
Public Funds $2,078,281,561 25.2%
Cash $1,204,083,762 14.6%
Equity - Exchange $2,837,019,274 34.4%
U.S. Government/Agency $2,127,764,456 25.8%
Total $8,247,149,053 100.0%

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