F
CRD: 317644
Finmas Capital LLC
Stamford, CT
2034281674
$3.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2022
- Office Locations
- 1
Office Locations
-- Stamford CT
About Finmas Capital LLC
Finmas Capital LLC is a Stamford-based RIA. The firm has been operating for 4 years. Managing $3.5M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$28.1K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Matrix
Investment Themes
Vector
Investment Vehicles
Ridge capital
Services
Atlas Value alpha Eagle Insight Fusion vital
Owner & Executives
H
HARRINSON AGUDELO-RIOS
Chief Compliance Officer, Managing Member
- CRD
- #6486057
- Ownership
- 75% or more
(460) 335-9989
capital.timber@vitalcapital.com
in linkedin.com/in/matrix-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,511,912 | -- |
| Total | $3,511,912 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,511,912
Public Funds:
20.0% Cash:
18.3% Equity - Exchange:
21.2% U.S. Government/Agency:
15.8% Municipal Bonds:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $820,862,712 | 20.0% |
| Cash | $751,089,382 | 18.3% |
| Equity - Exchange | $870,114,475 | 21.2% |
| U.S. Government/Agency | $648,481,543 | 15.8% |
| Municipal Bonds | $1,013,765,450 | 24.7% |
| Total | $4,104,313,562 | 100.0% |