Calvo Funds, LLC (Miami)
Calvo Funds, LLC is a mid-sized advisory firm based in Miami. It manages $67.28 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Calvo Funds provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Calvo Funds: assets under management
The assets under management (AUM) of Calvo Funds, LLC is $67.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Calvo Funds, LLC for their services and products based on a percentage of assets under management 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.
Careers at Calvo Funds, LLC
Alex Calvo has served as the Chief Investment Officer since 1 Jan 2006 and Raul (Nmn) Henriquez is the Chief Executive Officer of Calvo Funds, LLC family office. Beatriz Gutierrez Junco joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 6 indirect owners.Based in Miami
The principal office where Calvo Funds, LLC performs its advisory services is located at 1111 Brickell Ave, Miami, FL 33131, 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 305-577-0995. The normal business hours are 9:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at www.calvofunds.com.
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