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Founders Family Office

Founders Family Office. CRD 315653

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CRD: 315653

Founders Family Office

Miami, FL, 33131
3056502997
adamo.capital
$1.1B Total AUM
$0 Disc. AUM
20.7% 3Y CAGR
17 Employees
8 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Goldman Sachs · JP Morgan · Morgan Stanley
Clients
Retail
Platforms
Capital elementOak frontier +more
Established Date
04-15-2022
Office Locations
4

Office Locations

98 SE 7TH ST Suite 620 Miami FL
-- -- --
-- -- FL

About Founders Family Office

Founders Family Office is a Miami-based multi-family office supporting entrepreneurial families and business owners. It provides investment advice and deal sourcing, alongside legal/audit oversight and lifestyle, health, and logistics coordination. Investment work includes portfolio construction using ETFs and mutual funds, plus fixed income and alternatives such as hedge funds, venture capital, real estate, and digital assets, with a focus on manager due diligence and fee scrutiny.

Team overview

30 AVG AGE
$159.5M AVG AUM / ADVISOR
$139.5M AVG AUM / CLIENT
2.1 yrs AVG TENURE
17 Employees
7 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Peak Vital meridian Vital Ridge element Ridge vital Zenith unison Matrix Insight meridian

Client Personas

Quantum foundation Element momentum

Custodian

Delta signal Vertex Ridge

Investment Themes

Ember prime Element atlas Vertex

Investment Vehicles

Element Matrix timber

Platform

Catalyst catalyst

Services

Wave vital Unison fusion Signal peak

Technology

Crest Prime Eagle Value

Owner & Executives

S

SANTIAGO GUTIERREZ ZALDIVAR

Chief Compliance Officer, MANAGING DIRECTOR, PORTFOLIO MANAGER, PRINCIPAL

CRD
#6547080
Ownership
75% or more
(442) 761-6070
crest.foundation@signalcapital.com
in linkedin.com/in/signal-oak

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Contacts

R

Ricardo A Aylagas

--

CRD
#6783568
(571) 300-4031
quantum.timber@embercapital.com
in linkedin.com/in/fusion-eagle
F

Francisco J Diaz

Director

CRD
#6448907
(371) 377-1961
oak.catalyst@valuecapital.com
in linkedin.com/in/unison-prime
I

Insight wave

Signal prime

CRD
#24408
(855) 887-4925
harbor.wave@deltacapital.com
in linkedin.com/in/meridian-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
03-08-2023
03-12-2024
03-18-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,116,208,521 $4,593,451
Total $1,116,208,521 $4,593,451

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Separately Managed Accounts

Total SMA Asset: $1,116,208,521

$1.1B Total SMA
Equity - Exchange:
13.9%
Corporate - Investment Grade:
24.8%
Private Funds:
8.4%
Other:
21.8%
Cash:
12.5%
Equity - OTC:
11.3%
Municipal Bonds:
7.3%
Asset class Assets Assets %
Equity - Exchange $376,541,998 13.9%
Corporate - Investment Grade $671,815,939 24.8%
Private Funds $227,550,560 8.4%
Other $590,547,882 21.8%
Cash $338,616,905 12.5%
Equity - OTC $306,109,682 11.3%
Municipal Bonds $197,752,272 7.3%
Total $2,708,935,238 100.0%

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