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Noesis Capital Management Corp

Noesis Capital Management Corp. CRD 110819

Noesis Capital Management Corp logo

CRD: 110819

Noesis Capital Management Corp

Boca Raton, FL, 33431
5619999888
$876.9M Total AUM
$816.3M Disc. AUM
17.7% 3Y CAGR
12 Employees
376 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
AlphaSummit element
Established Date
09-05-1995
Office Locations
1

Office Locations

Fountain Square, 2700 North Military Trail Suite 210 Boca Raton FL

About Noesis Capital Management Corp

Noesis Capital Management delivers discretionary portfolio management and goal-driven wealth planning for clients with cross-border lives and international assets. The firm runs disciplined, research-led portfolios with global diversification and active oversight, paired with family office-style guidance on retirement and legacy planning. Portfolios are ETF-centric, and the firm can custody through providers such as Schwab and Interactive Brokers.

Team overview

-- AVG AGE
$125.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
8.3 yrs AVG TENURE
12 Employees
7 Advisory Reps
6 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Wave eagle Vital Timber Oak wave Harbor wave Matrix

Client Personas

Foundation atlas

Custodian

Foundation catalyst Wave Element value

Investment Themes

Peak North fusion Oak

Investment Vehicles

Focus wave

Platform

Meridian pioneer

Services

Ember Prime Eagle summit Quantum Zenith summit Quantum catalyst Element atlas

Technology

North Vector

Owner & Executives

N

NICOLAAS BERNARDUS MARIA LETSCHERT

Chief Compliance Officer, Chief Executive Officer

CRD
#874768
Ownership
Less than 5%
(644) 563-8423
zenith.fusion@vertexcapital.com
in linkedin.com/in/summit-radial

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Contacts

A

ABRAHAM AMADOR-LINDNER

Financial Advisor, General Partner

CRD
#4212836
(414) 864-7671
vertex.ridge@bridgecapital.com
in linkedin.com/in/vertex-horizon
S

Shihfang Chuang

IT director, Research Analyst

CRD
#6589472
(609) 317-5476
element.crest@legacycapital.com
in linkedin.com/in/unison-legacy
G

Glacier catalyst

Timber momentum

CRD
#69236
(292) 987-6584
summit.glacier@momentumcapital.com
in linkedin.com/in/eagle-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-23-2022
12-04-2023
12-18-2024
11-19-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $816,271,372 $1,024,180
Non-Discretionary $60,601,803 $1,122,256
Total $876,873,175 $1,030,403

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Separately Managed Accounts

Total SMA Asset: $876,873,175

$876.9M Total SMA
Equity - Exchange:
4.3%
Private Funds:
20.2%
Other:
21.2%
Equity - OTC:
16.2%
Cash:
16.6%
U.S. Government/Agency:
8.9%
Corporate - Investment Grade:
12.6%
Asset class Assets Assets %
Equity - Exchange $94,474,782 4.3%
Private Funds $443,811,768 20.2%
Other $465,782,648 21.2%
Equity - OTC $355,928,250 16.2%
Cash $364,716,602 16.6%
U.S. Government/Agency $195,540,829 8.9%
Corporate - Investment Grade $276,833,083 12.6%
Total $2,197,087,962 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
FOCUS EMBER FOUNDATION ZENITH F8CG41IHV UNBBM 11.88% $16,647,020
BEACON UNISON CAPITAL SIGNAL FOUNDATION RI5WXIUDS PWZCP 6.06% $38,765,946
PEAK VECTOR BRIDGE OPTIMA F9DPTFMFY SMAE 2.00% $96,131,990
ZENITH SIGNAL PATHWAY PRIME VERTEX ZO0T7NC1U CINO 10.24% $82,223,380
PATHWAY BEACON FOCUS FOUNDATION LTMTRJTN3 JUN 2.48% $48,767,481
GLACIER TIMBER SUMMIT PRIME ULYEFE760 EWOQ 5.30% $10,510,511
SUMMIT FOUNDATION CAPITAL DELTA PEAK Y6BCCKU7X JTQZB 11.57% $8,327,664
PRIME WAVE EMBER CREST MERIDIAN J3GFZ54H8 SBPQY 2.87% $8,691,255

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