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- Custodian
- Interactive Brokers · JP Morgan · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2018
- Office Locations
- 4
Office Locations
About IN ON Capital
In On Capital Advisors is a boutique investment advisory firm with offices in Miami and Panama City, serving high-net-worth individuals and families. The firm provides customized, global advice with an emphasis on capital preservation and long-term growth, including support for families establishing or operating a family office. Led by a dedicated team of financial experts with 25+ years of experience, portfolios are aligned to each client’s profile and time horizon.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Roger Campama
President
- CRD
- #6861768
- Ownership
- 75% or more
ALBERTO BATISTA
Chief Compliance Officer
- CRD
- #2289774
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nathaly Pamela Darani
--
- CRD
- #7292218
Paulo Nery da Costa Pita
--
- CRD
- #7817871
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,505 | $76,376 |
| Non-Discretionary | $389,125,335 | $10,809,037 |
| Total | $389,430,840 | $9,735,771 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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