$52.4M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Radial meridian
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
1221 Brickell AVE Suite 900 Miami FL
About Fivenca Asset Management
Fivenca Asset Management is a Miami-based RIA providing personalized, ongoing portfolio management through separate strategies tailored to client goals, time horizon, and risk tolerance. Portfolios span asset allocation through security selection and commonly use ETFs alongside corporate fixed income and cash. Serves retail and institutional clients, custodies with Interactive Brokers, and provides Form ADV Part 2 for transparency.
Team overview
-- AVG AGE
$52.4M AVG AUM / ADVISOR
$707.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Glacier Summit Bridge
Client Personas
Matrix
Investment Themes
Zenith
Investment Vehicles
Capital frontier Vital
Services
Matrix Delta harbor Wave peak Foundation
Technology
Quantum
Owner & Executives
J
JOSE GREGORIO TINEO NOTTARO
Owner
- CRD
- --
- Ownership
- 75% or more
(320) 269-6933
crest.capital@harborcapital.com
in linkedin.com/in/zenith-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
G
GIL O AIKINS
--
- CRD
- #5157274
(740) 524-4106
north.pathway@deltacapital.com
in linkedin.com/in/signal-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,969,669 | -- |
| Non-Discretionary | $1,386,831 | -- |
| Total | $52,356,500 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,356,500
Equity - Exchange:
6.6% Corporate - Investment Grade:
20.6% Corporate - Non-Investment Grade:
14.5% Public Funds:
15.2% Cash:
12.9% Private Funds:
17.7% Sovereign Bonds:
12.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $62,155,175 | 6.6% |
| Corporate - Investment Grade | $193,999,485 | 20.6% |
| Corporate - Non-Investment Grade | $136,553,035 | 14.5% |
| Public Funds | $143,145,251 | 15.2% |
| Cash | $121,485,114 | 12.9% |
| Private Funds | $166,688,878 | 17.7% |
| Sovereign Bonds | $117,718,134 | 12.5% |
| Total | $941,745,072 | 100.0% |