D
$1.4B Total AUM
$0 Disc. AUM
105.0% 3Y CAGR
10 Employees
28 ADV. Clients
5 yrs Firm Age
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- Custodian
- Citibank · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
Calle DE Recoletos 19 - 2 EXT Madrid --
About Diaphanum
Diaphanum is a Madrid-based investment advisory serving retail and institutional clients, including entrepreneurs. The firm provides asset management and portfolio construction alongside wealth, financial and estate planning, plus insurance solutions. Investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, fixed income and alternative/private funds, and works with custodians such as UBS and J.P. Morgan.
Team overview
-- AVG AGE
$228.1M AVG AUM / ADVISOR
$48.9M AVG AUM / CLIENT
4 yrs AVG TENURE
10 Employees
6 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
Available
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Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ALBERCA RAFAEL
DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
A
AINHOA BARCO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,368,308,364 | $10,445,102 |
| Total | $1,368,308,364 | $10,445,102 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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