$97.3M Total AUM
$96.4M Disc. AUM
-- 3Y CAGR
4 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- JP Morgan ยท Pershing
- Clients
- Retail
- Platforms
- DeltaOak +more
- Established Date
- 03-01-2020
- Office Locations
- 1
Office Locations
1395 Brickell Ave. Suite 690 Miami FL
About Conscientia Family Office, LLC
Conscientia Family Office is a Miami-based RIA providing full-service, tailored wealth and family office management for families and corporate clients. The team builds customized strategies and allocates across ETFs, public and private funds, and fixed income/cash. Custody is supported via JP Morgan and Pershing.
Team overview
-- AVG AGE
$48.6M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
4.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Services
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Technology
Insight vector Momentum Capital
Owner & Executives
C
CECILIA HELENA BRANDILEONE
Chief Executive Officer, Managing Member
- CRD
- #4880588
- Ownership
- 75% or more
(250) 680-8003
momentum.vertex@quantumcapital.com
in linkedin.com/in/element-glacier
A
ANDRES MIRANDA
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(972) 682-7328
pathway.delta@optimacapital.com
in linkedin.com/in/foundation-glacier
Showing 2 of 2 owners & executives
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J
JOHN RICHARD ROESSET
--
- CRD
- #2416500
(472) 812-8344
timber.glacier@vectorcapital.com
in linkedin.com/in/radial-fusion
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,399,284 | -- |
| Non-Discretionary | $885,130 | -- |
| Total | $97,284,414 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,284,414
Equity - Exchange:
7.3% Private Funds:
15.2% Public Funds:
17.8% Cash:
8.7% Other:
6.7% Corporate - Investment Grade:
15.4% Corporate - Non-Investment Grade:
7.6% Other:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $404,009,721 | 7.3% |
| Private Funds | $841,225,721 | 15.2% |
| Public Funds | $985,119,594 | 17.8% |
| Cash | $481,491,038 | 8.7% |
| Other | $370,803,443 | 6.7% |
| Corporate - Investment Grade | $852,294,481 | 15.4% |
| Corporate - Non-Investment Grade | $420,612,861 | 7.6% |
| Other | $1,178,822,885 | 21.3% |
| Total | $5,534,379,744 | 100.0% |