Canepa U.S., LLC is a large advisory firm based in New York. It manages $193.53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida and New York.
Canepa U.S. provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and sub-advisory. 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 Canepa U.S., LLC is $193.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -61% since the beginning of its operation, and $193.53 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Canepa U.S., LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Elias Esber is pooled investment vehicles with 1 clients and $193.53 million of assets under management. Among the 12 most similar advisory firms, Canepa U.S. has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $193.53 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Canepa U.S. doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 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.
Elias Esber has been acting as President since 1 Jun 2010. Gabrielle Yvette Garcia joined the executive team most recently as the Chief Compliance Officer And Chief Risk Officer.
The principal office where Canepa U.S., LLC performs its advisory services is located at 200 Park Ave South, New York, NY 10003 1503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-677-7111. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at canepahealthcare.com.