$911.0M Total AUM
$654.9M Disc. AUM
-- 3Y CAGR
7 Employees
65 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2024
- Office Locations
- 2
Office Locations
2665 S Bayshore Drive Suite 440 Miami FL
-- -- FL
About Tiempo Capital Partners
Tiempo Capital is a boutique Miami-based multi-family office serving ultra-high-net-worth individuals and families with investment management, family office support, and independent financial advisory. The firm also advises on Puerto Rico Act 60 planning and maintains a client portal on Addepar, offering a tech-enabled experience for families and executives with cross-border needs.
Team overview
37 AVG AGE
$227.8M AVG AUM / ADVISOR
$14.0M AVG AUM / CLIENT
1.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Available
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Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JUAN CARLOS FREILE FRANCO
PARTNER
- CRD
- #5811066
- Ownership
- Less than 5%
Available
Available
Available
ALEXANDRA MARIE VALENTIN
Director, PARTNER
- CRD
- #4736379
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JOANNA ESPASAS
--
- CRD
- #5163739
Available
Available
Available
J
Juan Carlos Freile
CEO; Founding Partner
- CRD
- --
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,932,725 | $12,357,221 |
| Non-Discretionary | $256,117,256 | $17,074,484 |
| Total | $911,049,981 | $13,397,794 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available Other:
Available Municipal Bonds:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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