CRD: 307491
Stratton Capital Investment Advisory LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2020
- Office Locations
- 4
Office Locations
About Stratton Capital Investment Advisory LLC
Stratton Capital Investment Advisory LLC is a New York–based U.S. investment manager providing discretionary managed portfolios and international advisory for Brazilian clients seeking access to U.S. markets. The firm builds customized strategies aligned to each client’s profile, including USD passive-income and capital-growth portfolios. A key distribution-relevant detail: client implementation is through Charles Schwab investment accounts with Portuguese-language support.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARCELO CUSTODIO CABRAL
CEO, Founder, Vice President
- CRD
- #2237540
- Ownership
- 50% but less than 75%
Shinichiro Fukui Tamura
Fixed Income Portfolio Manager, Investment Advisor, Portfolio Manager
- CRD
- #4432895
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Claudio Di Pasquale Escobar
--
- CRD
- #7818171
Vinícius Martins Flores
--
- CRD
- #8116543
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,682,435 | $226,894 |
| Non-Discretionary | $2,639,535 | $58,656 |
| Total | $138,321,970 | $215,120 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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