Latin Capital Management, LLC (Miami)

Name: Latin Capital Management, LLC
Address: 1111 Brickell Ave, Suite 1100, Miami, FL, 33131
Telephone: 786-510-2522

Latin Capital Management, LLC is a large advisory firm based in Miami. It manages $190 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2011.

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. 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.

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

Name	Entity	Date acquired	Ownership	Employer ID
Rudolph A Martin	President	1 Oct 2007	Other	1468579
Inc Latin Capital Market	Owner	1 Oct 2009	75% - 100%	261357759
Richard Alan Widows	Chief compliance officer	1 Oct 2009	Other	1991346
Inc Acamar Capital Holdings	Owner	1 Oct 2009	75% - 100%	261357759

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.