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Ceeto Capital Group, LLC

Ceeto Capital Group, LLC. CRD 286538

Ceeto Capital Group, LLC logo

CRD: 286538

Ceeto Capital Group, LLC

Coral Gables, FL, 33134
7864776445
ceetocapitalgroup.com
$531.4M Total AUM
$472.8M Disc. AUM
-- 3Y CAGR
4 Employees
18 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Capital Group ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Beacon
Established Date
01-25-2017
Office Locations
1

Office Locations

114 Alhambra CIR Suite 202 Coral Gables FL

About Ceeto Capital Group, LLC

Ceeto Capital Group is a Coral Gables, FL private multifamily office founded in 2016, providing portfolio construction and asset-allocation advice across retail and institutional relationships. Portfolios lean heavily on ETFs (with additional mutual funds) and may incorporate fixed income and private funds such as private equity, real estate, hedge funds and venture capital, including socially responsible themes. Uses Addepar.

Team overview

47 AVG AGE
$132.8M AVG AUM / ADVISOR
$29.5M AVG AUM / CLIENT
9.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Radial legacy Summit summit Vector Vertex vector Legacy atlas Summit

Custodian

Vital value Glacier

Investment Themes

Summit Insight

Investment Vehicles

Wave

Services

Capital vertex

Technology

Fusion summit

Owner & Executives

B

BRIAN WILLIAM CANIDA

President

CRD
#6747818
Ownership
75% or more
(683) 801-9839
radial.beacon@focuscapital.com
in linkedin.com/in/vital-glacier
C

CAROLINA ELIZABETH CANIDA

Chief Compliance Officer

CRD
#5682551
Ownership
10% but less than 25%
(489) 495-2174
vector.crest@capitalcapital.com
in linkedin.com/in/vertex-harbor
V

Vertex element

Fusion meridian

CRD
#62094
Ownership
38.2%
(905) 646-4011
timber.ember@meridiancapital.com
in linkedin.com/in/pathway-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
11-15-2023
05-31-2024
03-25-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $472,795,717 $12,778,263
Non-Discretionary $58,601,716 $6,511,302
Total $531,397,433 $11,552,118

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Separately Managed Accounts

Total SMA Asset: $531,397,433

$531.4M Total SMA
Equity - Exchange:
24.7%
Private Funds:
5.4%
Other:
15.2%
Cash:
19.3%
Public Funds:
23.2%
U.S. Government/Agency:
12.2%
Asset class Assets Assets %
Equity - Exchange $695,883,107 24.7%
Private Funds $152,136,388 5.4%
Other $428,235,758 15.2%
Cash $543,746,719 19.3%
Public Funds $653,622,999 23.2%
U.S. Government/Agency $343,715,542 12.2%
Total $2,817,340,513 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN PEAK FOUNDATION FUSION PATHWAY 3G0LKCNJ4 HKA 7.25% $112,564,293
QUANTUM BEACON SUMMIT SUMMIT K8UH24YUL UOAW 12.01% $88,055,139
ELEMENT HORIZON VECTOR ATLAS ZQ9W5RZJ0 DLKRU 3.04% $22,416,957
FUSION ALPHA EAGLE VALUE T1FMDYKAR XZN 5.03% $96,081,174
FOUNDATION LEGACY FUSION MOMENTUM UB1Q5ATYE MGTHF 11.62% $40,223,217
NORTH CREST MERIDIAN WAVE HARBOR C4DIDWRTO VVC 8.67% $96,390,779
MERIDIAN ALPHA UNISON OAK PRIME BARPEDTZ1 XHDI 12.27% $69,005,743
ATLAS BRIDGE PRIME INSIGHT INSIGHT ILZKZDPQU WVZ 11.68% $53,553,370

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