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FIVENCA ASSET MANAGEMENT

FIVENCA ASSET MANAGEMENT LLC

CRD 288527 · SEC 801-125721

Visit website

1221 BRICKELL AVE, SUITE 900, MIAMI, FL, 33131, United States

Phone

646-348-0896

Fax

Registration

— (—)

Source

State registered

Total AUM

$52.4M

Discretionary AUM

$51.0M

Team

2 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals12$802K
High net worth individuals58$43.1M
Pension/profit sharing plans1$725K
Charitable organizations2$6.4M
Corporations/business entities1$1.2M

All web addresses on file

Official SEC filing: View on IAPD