T
$23.1M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
2 Employees
11 ADV. Clients
2 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
1395 Brickell Avenue Suite 800 Miami FL
About Transparenza Advisors LLC
Transparenza Advisors LLC is a Miami-based RIA. The firm has been operating for 2 years. Managing $23.1M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARCO AURELIO GUERRA DE SA
Chief Executive Officer
- CRD
- #2950581
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CATALINA REY DE SA
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,518,422 | -- |
| Non-Discretionary | $20,563,570 | -- |
| Total | $23,081,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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