$4.5M Total AUM
$4.5M Disc. AUM
2.5% 3Y CAGR
2 Employees
22 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
-- Mexico City --
About Cystein
CYSTEIN (CYStein Management LLC) provides retail-focused investment management and financial planning, emphasizing active management, asset allocation, and portfolio construction using public funds, mutual funds and ETFs, with exposure to fixed income and alternatives where appropriate. Custody commonly via Interactive Brokers or UBS.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$202.7K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Horizon Oak optima Matrix
Client Personas
Ember
CRM
Peak
Investment Themes
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Investment Vehicles
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Owner & Executives
P
PEDRO IGNACIO PADIERNA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6866471
- Ownership
- 50% but less than 75%
(216) 920-3758
atlas.frontier@oakcapital.com
in linkedin.com/in/capital-peak
P
PEDRO PADIERNA
CHIEF MARKETING OFFICER, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
(252) 477-2337
alpha.matrix@ridgecapital.com
in linkedin.com/in/peak-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,460,154 | $202,734 |
| Non-Discretionary | $0 | -- |
| Total | $4,460,154 | $202,734 |
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Separately Managed Accounts
Total SMA Asset: $4,460,154
Public Funds:
34.0% Cash:
35.0% Equity - Exchange:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $710,258,995 | 34.0% |
| Cash | $731,148,965 | 35.0% |
| Equity - Exchange | $647,589,083 | 31.0% |
| Total | $2,088,997,043 | 100.0% |