P
$10.0M Total AUM
$10.0M Disc. AUM
-63.0% 3Y CAGR
2 Employees
25 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-14-2016
- Office Locations
- 1
Office Locations
-- Houston TX
About Premium 72 Capital
Premium 72 Capital is a Houston-based RIA. The firm has been operating for 9 years. Managing $10.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Ridge Momentum
Investment Themes
Value quantum Timber Meridian
Investment Vehicles
Value
Services
Legacy Pioneer Frontier ember Ember Value alpha Horizon pathway
Owner & Executives
E
EDUARDO MAURICIO PEREZ
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
(624) 838-4853
capital.ridge@frontiercapital.com
in linkedin.com/in/atlas-zenith
ARTURO NICOLAYEVSKY
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5851384
- Ownership
- Less than 5%
(204) 262-6164
eagle.delta@capitalcapital.com
in linkedin.com/in/insight-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | $1,000,000 |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | $1,000,000 |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
30.8% Cash:
69.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,661,836,739 | 30.8% |
| Cash | $3,733,737,090 | 69.2% |
| Total | $5,395,573,829 | 100.0% |