Statetrust Capital, LLC. is a large advisory firm based in Miami. It manages $90.79 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Statetrust Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Statetrust Capital, LLC. is $90.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1521% since the beginning of its operation, and $81.7 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Statetrust Capital, LLC. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, and banking or thrift institutions. The largest group of clients of Rosario Marinez De Tutnes is individuals with 259 clients and $79.33 million of assets under management. Among the 7 most similar advisory firms, Statetrust Capital has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $90.79 million for 265 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 90% of the firm’s clients are foreign persons or businesses.
Statetrust Capital doesn't advise any private funds.
The company employs 46 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Rosario Marinez De Tutnes has been acting as President since 1 Jul 1999. Napoleon Arturo Aponte joined the executive team most recently as the Cco.
The principal office where Statetrust Capital, LLC. performs its advisory services is located at 1000 Brickell Ave, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-921-8100 or by fax 305-921-8111. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at statetrust.com.