Aston Capital Management is a large advisory firm based in Coral Gables. It manages $249.83 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Aston Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aston Capital Management is $249.83 million. The firm's AUM has grown by 9% since the beginning of its operation, and $249.83 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Aston Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Eduardo Brenner is high net worth individuals with 4 clients and $228.3 million of assets under management. Among the 14 most similar advisory firms, Aston Capital Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $249.83 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Aston Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
Eduardo Brenner has been acting as President since 1 Nov 2017. Luis Vincente D'amato joined the executive team most recently as the Cco/Director.
The principal office where Aston Capital Management performs its advisory services is located at 355 Alhambra Circle,, Coral Gables, FL 33134, 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 1 786 866 3783. The normal business hours are 9-5pm on Monday - Friday.