$41.6M Total AUM
$41.6M Disc. AUM
-- 3Y CAGR
4 Employees
38 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta meridian
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Moreno Capital
Moreno Capital is a modern wealth management firm providing strategic asset allocation and late-stage venture capital access for high-growth businesses and investors. Portfolios use risk-adjusted mixes of equities, alternative investments, and selective fixed income, alongside portfolio management and financial planning. The firm partners with Charles Schwab for account transparency and uses Sydecar to execute venture deals.
Team overview
-- AVG AGE
$41.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Momentum value
Asset Classes
Delta
Investment Themes
Pioneer value Wave Oak momentum
Investment Vehicles
Value foundation
Services
Pioneer north Prime vital Bridge Meridian vector North horizon Glacier vector Signal Vital wave
Technology
Oak
Owner & Executives
B
Baltazar Moreno Fuentes
Chief Compliance Officer, Managing Member
- CRD
- #7776920
- Ownership
- 75% or more
(960) 594-3204
north.momentum@timbercapital.com
in linkedin.com/in/optima-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,600,000
Equity - Exchange:
35.9% U.S. Government/Agency:
19.1% Cash:
16.7% Derivatives:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,616,466,909 | 35.9% |
| U.S. Government/Agency | $860,014,428 | 19.1% |
| Cash | $751,949,788 | 16.7% |
| Derivatives | $1,274,262,216 | 28.3% |
| Total | $4,502,693,341 | 100.0% |