P
CRD: 307775
Picea Capital LLC
Miami, FL, 33131
7868713300
$186.8M Total AUM
$186.8M Disc. AUM
-- 3Y CAGR
3 Employees
15 ADV. Clients
6 yrs Firm Age
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- Custodian
- JP Morgan · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
333 SE 2ND AVE Suite 2000 Miami FL
About Picea Capital LLC
Picea Capital LLC is a Miami-based RIA. The firm has been operating for 6 years. Managing $186.8M in total assets under management, with 2 advisory representatives. They custody assets with JP Morgan and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$93.4M AVG AUM / ADVISOR
$12.5M AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Eagle ridge
Investment Themes
Vertex pioneer Vector delta
Investment Vehicles
North peak
Services
Harbor
Owner & Executives
R
Rodolfo Antonio Garcia-Esquer
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
(682) 918-4632
crest.oak@beaconcapital.com
in linkedin.com/in/value-momentum
J
JAVIER MIJARES MARGAIN
Managing Member
- CRD
- #6073701
- Ownership
- 25% but less than 50%
(944) 207-3374
radial.vector@vitalcapital.com
in linkedin.com/in/atlas-harbor
A
Atlas legacy
Signal delta glacier
- CRD
- #48180
- Ownership
- 17.3%
(358) 614-7930
prime.ember@alphacapital.com
in linkedin.com/in/summit-beacon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,765,709 | $12,451,047 |
| Non-Discretionary | $0 | -- |
| Total | $186,765,709 | $12,451,047 |
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Separately Managed Accounts
Total SMA Asset: $186,765,709
Derivatives:
13.1% Cash:
14.3% Equity - Exchange:
44.7% U.S. Government/Agency:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $811,693,699 | 13.1% |
| Cash | $886,047,321 | 14.3% |
| Equity - Exchange | $2,769,672,394 | 44.7% |
| U.S. Government/Agency | $1,728,721,695 | 27.9% |
| Total | $6,196,135,109 | 100.0% |