Bancolombia Capital Advisers LLC
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Overview
Bancolombia Capital Advisers LLC is a financial advisory company that has its headquarters in Miami, Florida. Bancolombia Capital Advisers LLC handles $138.4 million in assets under management across four accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Bancolombia Capital Advisers LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.
Bancolombia Capital Advisers LLC administers most of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices for the client's account without requiring client permission. The company also oversees one non-discretionary accounts with a total of $130.7 million in assets. The company manages about $34.6 million in assets for every client account. The typical financial advisor at Bancolombia Capital Advisers LLC administers about one client account, making it one of the most personalized advisor firms in the country.
The firm's main office is located at 1221 Brickell Avenue, Miami, Florida 33131. It is legally permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bancolombia Capital Advisers LLC by the Numbers
$138.4 million
6
4
$34.6 million
Fee Structure
Fees for financial advice usually are based on the type of services provided. However, fee types charged by the company can include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bancolombia Capital Advisers LLC works with retail investors, banking institutions, charitable organizations and corporations. Out of its four clients, Bancolombia Capital Advisers LLC's largest client is corporations. Around 75% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 25%
- Corporations - 50%
- Charitable Organizations - 25%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bancolombia Capital Advisers LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bancolombia Capital Advisers LLC
Miami, FL
Miami, FL
Miami, FL
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