$74.6M Total AUM
$74.6M Disc. AUM
-- 3Y CAGR
2 Employees
52 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2010
- Office Locations
- 1
Office Locations
-- Mahwah NJ
About Cenacle Partners
Cenacle Partners is an independent investment advisory firm serving families, trusts, and nonprofit groups. The firm takes a disciplined, conservative approach focused on protecting and growing assets over time, typically building portfolios with ETFs and high-quality fixed income. Clients get reporting and access through an Addepar-powered client portal.
Team overview
66 AVG AGE
$37.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
EDWARD FRANCIS CONDON
Chief Executive Officer, President, Senior Director
- CRD
- #1851094
- Ownership
- 50% but less than 75%
Available
Available
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C
CLAUDIA Condon Rodriguez
--
- CRD
- #5612210
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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