$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers · Merrill Lynch · Pershing
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 07-12-2022
- Office Locations
- 2
Office Locations
1001 Brickell BAY DR Suite 2727 Miami FL
-- Madrid --
About Germana Capital LLC
Germana Capital LLC is a Miami-based investment adviser serving retail and institutional clients with asset management and financial planning, including tax and estate/legacy planning and portfolio construction. Its investment approach emphasizes asset allocation using ETFs, index funds, and mutual funds, with a focus on risk management and socially responsible investing. In-person meetings are by appointment only.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$463.2K AVG AUM / CLIENT
2.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
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Asset Classes
Matrix Delta delta Catalyst Catalyst Focus Oak zenith
Custodian
Momentum Oak Value Delta glacier Element pioneer
Investment Themes
Element Timber Zenith Signal oak
Investment Vehicles
Timber Crest signal
Services
Legacy frontier Optima timber Glacier oak Crest Wave focus North peak
Technology
Focus catalyst
Owner & Executives
F
Fernando Christian Germana
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6786954
- Ownership
- 75% or more
(447) 219-3649
frontier.harbor@northcapital.com
in linkedin.com/in/crest-prime
Showing 1 of 1 owners & executives
Unlock allContacts
J
JEAN CARLOS COLETTA
--
- CRD
- #5194051
(297) 291-9434
matrix.focus@vectorcapital.com
in linkedin.com/in/beacon-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,411,264 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,411,264 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,411,264
Equity - Exchange:
25.7% Public Funds:
15.6% Derivatives:
32.7% Corporate - Investment Grade:
8.2% Cash:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $230,584,769 | 25.7% |
| Public Funds | $139,965,852 | 15.6% |
| Derivatives | $293,389,959 | 32.7% |
| Corporate - Investment Grade | $73,571,794 | 8.2% |
| Cash | $159,704,625 | 17.8% |
| Total | $897,216,999 | 100.0% |