Latin Capital Management, LLC (Miami)

Latin Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Latin Capital Management: assets under management

The assets under management (AUM) of Latin Capital Management, LLC is $190 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts and $180 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $60 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Latin Capital Management, LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, commissions, 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 Latin Capital Management, LLC

Rudolph A Martin has been acting as President since 1 Oct 2007. Inc Latin Capital Market joined the executive team most recently as the Owner.

Direct owners and executive officers

Based in Miami

The principal office where Latin Capital Management, LLC performs its advisory services is located at 1111 Brickell Ave, Suite 1100, 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 786-510-2522 or by fax 786-510-2522. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at www.latincapital.us.

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