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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
About Santiago Capital, LLC
Santiago Capital is a San Juan, Puerto Rico-based RIA regulated by the SEC and NFA, providing customized, holistic wealth management for a select group of high-net-worth individuals and families. Portfolios are implemented via SMAs and private investment funds, using third-party subadvisors when appropriate. The firm blends top-down macro views with bottom-up research and a systematic risk overlay, with a distinct focus on how geopolitics and global monetary regimes drive asset allocation. Custody includes Fidelity/NFS.
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Owner & Executives
BRENT LYLE JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #2517748
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,685,627 | $4,626,837 |
| Non-Discretionary | $0 | -- |
| Total | $152,685,627 | $4,626,837 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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