$20.0M Total AUM
$20.0M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AlphaQuantum capital +more
- Established Date
- 04-29-2004
- Office Locations
- 2
Office Locations
-- Chicago IL
-- Glenview IL
About Cenacle Capital Management, LLC
Cenacle Capital Management is a fiduciary RIA focused on portfolio management and financial planning that bridges traditional investing and digital assets. The firm emphasizes asset allocation and an investment roadmap tailored to client goals, with a stated commitment to avoiding product-driven sales and hidden fees. Led by an AIFA-designated advisor, it primarily implements portfolios via ETFs and custodies with Charles Schwab.
Team overview
44 AVG AGE
$20.0M AVG AUM / ADVISOR
$274.0K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Beacon beacon Ridge zenith Atlas catalyst Signal timber Frontier atlas
Client Personas
Vital Timber
Custodian
Value wave Vector eagle
Investment Themes
Momentum Quantum Momentum foundation
Investment Vehicles
Alpha element Momentum
Services
Signal eagle Eagle north Fusion fusion Glacier
Technology
Element momentum Pioneer zenith Value
Owner & Executives
WILLIAM ULIVIERI
PRINCIPAL
- CRD
- #2347701
- Ownership
- 75% or more
(717) 522-2057
crest.momentum@capitalcapital.com
in linkedin.com/in/signal-vector
Showing 1 of 1 owners & executives
Unlock allContacts
DAX PAN RODRIGUEZ
--
- CRD
- #5700954
(665) 648-6630
pathway.radial@zenithcapital.com
in linkedin.com/in/peak-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
24.0% Other:
76.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $365,613,239 | 24.0% |
| Other | $1,157,775,255 | 76.0% |
| Total | $1,523,388,494 | 100.0% |