F
CRD: 315321
Filon Capital
Coral Gables, FL, 33134
3123204638
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2020
- Office Locations
- 1
Office Locations
2600 Douglas Road Suite 800 Coral Gables FL
About Filon Capital
Filon Capital is a Coral Gables-based RIA. The firm has been operating for 5 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vector
Investment Themes
Element prime Horizon
Investment Vehicles
Signal
Services
Timber
Owner & Executives
M
MIGUEL A BILBAO
Chief Compliance Officer, Founder, Managing Partner
- CRD
- #4818415
- Ownership
- 75% or more
(270) 964-1674
quantum.catalyst@alphacapital.com
in linkedin.com/in/bridge-focus
J
Jose Antonio Urizar
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
(848) 254-4737
element.vital@momentumcapital.com
in linkedin.com/in/insight-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
Corporate - Non-Investment Grade:
27.0% Public Funds:
16.9% U.S. Government/Agency:
13.3% Equity - Exchange:
18.8% Derivatives:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $2,325,649,109 | 27.0% |
| Public Funds | $1,455,684,072 | 16.9% |
| U.S. Government/Agency | $1,145,597,524 | 13.3% |
| Equity - Exchange | $1,619,340,861 | 18.8% |
| Derivatives | $2,067,243,654 | 24.0% |
| Total | $8,613,515,220 | 100.0% |