Cenacle Capital Management, LLC
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About
Cenacle Capital Management provides discretionary asset management and pension consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, hedge funds and other business entities. The firm also offers participant education and public-facing educational programs, including workshops, podcasts and a newsletter on digital assets.
The firm's investment approach centers on income-oriented option strategies and tactical asset allocation using exchange-traded funds and equities, with tailored programs such as option-enhanced portfolios, a cash-management ETF strategy, and strategies that allocate between gold and Bitcoin exchange products. It routinely uses options and other derivatives — including instruments linked to Bitcoin futures and swaps — within separately managed accounts to generate income or to fund reallocation, and blends technical and fundamental analysis in portfolio supervision.
Noteworthy for a firm of its size, oversight and trading authority are concentrated at the principal level, and the firm discloses a prior disciplinary sanction by a major options exchange for a position limit violation in its ADV. The combination of option-income strategies, systematic use of digital-asset exchange products and a structured public education program (including CE-eligible seminars) distinguishes its service mix from many peers.
Client services
Expertise
Fee options
$0+: 1.00% annually for Asset Management Services $0+: 1.50% annually for Option Enhanced Portfolio Program $0+: 0.35% annually for Cash Management Strategy $0+: 1.00% annually for Bitcoin Gold Switching Strategy $0+: 1.00% annually for Bitcoin Flywheel Strategy
$250 per hour for independent 401(k) plan reviews.
Account minimum: $100,000 for Tactical Asset Allocation ETF strategy; $250,000 for Equity and ETF Options Enhanced Portfolio; waivers possible
Main office
Glenview IL
Advisors at this office
2
Most active in
Illinois · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William U
Series 65
Glenview, IL
Cenacle Capital Management, LLC
William Ulivieri is the sole advisor at Cenacle Capital Management, LLC, an independent firm based in Glenview, IL. He holds a Series 65 designation and has 22 years of industry experience, having led Cenacle Capital since its founding in 2004. Outside of his advisory role, Mr. Ulivieri serves as a board member of the Glenview Chamber of Commerce and provides independent consulting services to blockchain and technology companies. Cenacle Capital Management offers discretionary asset management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on income-oriented, option-enhanced strategies and tactical asset allocation, combining technical, fundamental, and cyclical analysis, with additional services such as pension consulting, 401(k) plan reviews, and educational programs.
Dax R
Series 63, Series 65
Glenview, IL
Cenacle Capital Management, LLC
Dax Rodriguez is a financial advisor at Cenacle Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Mithril Capital LLC and DNA Securities LLC. Outside of his advisory work, he serves on the advisory board of New Leaf Capital and advises Strands Technology LLC on non-investment topics. Cenacle Capital Management provides discretionary asset management and pension consulting to a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm specializes in income-oriented option strategies and tactical asset allocation using ETFs and equities, incorporating digital-asset exchange products and offers educational programs on digital assets.
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