H
$98.9K Total AUM
$98.9K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2025
- Office Locations
- 1
Office Locations
-- Aventura FL
About Haddock Capital LLC
Haddock Capital, LLC is an independent, transparent investment management firm using proprietary quantitative models and a disciplined risk-management framework to target consistent, risk-adjusted returns across market conditions. Client-driven and long-term oriented; registered investment adviser (CRD 336518) with custody through Charles Schwab & Company.
Team overview
-- AVG AGE
$98.9K AVG AUM / ADVISOR
$49.4K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
E
Emilio Isaac Nahon Serfaty
FOUNDER
- CRD
- #8090267
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,868 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,868 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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