C
$608.3M Total AUM
$0 Disc. AUM
23.3% 3Y CAGR
4 Employees
25 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Oppenheimer ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-2016
- Office Locations
- 1
Office Locations
370 Lexington Avenue Suite 701 NEW York NY
About Central Family Advisors, LLC
Central Family Advisors, LLC is a NEW York-based RIA. The firm has been operating for 10 years. Managing $608.3M in total assets under management, with 2 advisory representatives. They custody assets with Oppenheimer and UBS. Services offered include Insurance.
Team overview
43 AVG AGE
$304.2M AVG AUM / ADVISOR
$24.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Wave Unison capital Alpha capital Timber momentum Pioneer Capital summit Beacon glacier Summit
Investment Themes
Element Zenith vertex North
Investment Vehicles
Value summit
Services
Meridian
Owner & Executives
M
MARCELO ANTONIO MENDOZA
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #1592140
- Ownership
- 75% or more
(890) 687-8317
element.timber@pathwaycapital.com
in linkedin.com/in/wave-delta
Showing 1 of 1 owners & executives
Unlock allContacts
A
Anthony Ferraro
Investment Analyst
- CRD
- --
(610) 867-3025
vital.alpha@focuscapital.com
in linkedin.com/in/matrix-eagle
M
MARCELO ANTONIO MENDOZA
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #1592140
(203) 899-5301
meridian.delta@radialcapital.com
in linkedin.com/in/eagle-ember
F
Frontier vital
Quantum eagle signal
- CRD
- #93078
(409) 640-5067
capital.matrix@vectorcapital.com
in linkedin.com/in/optima-value
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $608,325,779 | $30,416,289 |
| Total | $608,325,779 | $30,416,289 |
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Separately Managed Accounts
Total SMA Asset: $608,325,779
Equity - Exchange:
11.6% Public Funds:
16.4% Corporate - Investment Grade:
14.4% U.S. Government/Agency:
6.7% Cash:
11.9% Corporate - Non-Investment Grade:
19.0% Private Funds:
12.8% Other:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $851,662,878 | 11.6% |
| Public Funds | $1,204,075,104 | 16.4% |
| Corporate - Investment Grade | $1,057,236,676 | 14.4% |
| U.S. Government/Agency | $491,908,731 | 6.7% |
| Cash | $873,688,642 | 11.9% |
| Corporate - Non-Investment Grade | $1,394,965,059 | 19.0% |
| Private Funds | $939,765,935 | 12.8% |
| Other | $528,618,339 | 7.2% |
| Total | $7,341,921,364 | 100.0% |