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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-12-2020
- Office Locations
- 8
Office Locations
About Uyana Partners LLC
Uyana Partners is an independent boutique multi-family office delivering comprehensive family office services and tailored investment plans aligned with clients’ long-term personal and economic goals. The firm focuses on portfolio construction and asset allocation across ETFs, mutual funds, and fixed income, with exposure to alternatives such as hedge funds, real estate, and private placements; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Felipe Chediak Bueno
Managing Member, Owner
- CRD
- #7066922
- Ownership
- 75% or more
Javier Barrera Valdez
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Luis Guerra
Financial Advisor
- CRD
- --
Luis Anibal Guerra Burgos
--
- CRD
- #7838763
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,165,457 | $680,980 |
| Non-Discretionary | $27,878,213 | $5,575,643 |
| Total | $115,043,670 | $864,990 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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