Cenacle Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$73,100,000
Clients
50
Advisors
2
of 2 employees
About
Cenacle Partners, LLC provides investment advisory and fee-based financial planning to individuals (including high-net-worth clients), families, charitable institutions, foundations, endowments, and trusts. The firm offers discretionary portfolio management with basic and tactical asset allocation, manager selection, and account-level advisory services billed as a percentage of assets under management.
The firm’s investment process uses charting, fundamental and technical analysis and deploys long-term, short-term, trading, and options strategies; research sources expressly include financial periodicals, company filings, rating services, and third-party research from custodians such as Charles Schwab and Fidelity. Cenacle typically manages accounts on a discretionary basis through qualified custodians, provides quarterly written account reports, encourages annual financial plan reviews, and conducts additional reviews when market or client events warrant.
Distinctive aspects disclosed in the brochure include reliance on financial periodicals as a formal research tool and an outside-business relationship in which the firm’s principal serves in a senior role at a registered broker-dealer (Third Seven Capital), a relationship the firm identifies as a potential conflict when introducing alternative investments and says it monitors and discloses. The firm also does not accept commissions or sell commissioned products, disclaims proxy-voting authority (clients vote proxies), and relies on custodian statements for fee deduction transparency.
Client services
Expertise
Fee options
1.0% to 1.5% annually
Main office
Mahwah NJ
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Calyx Capital Advisors, LLC · Cenacle Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
Advisors at this firm
Claudia R
Series 63, Series 65
Mahwah, NJ
Cenacle Partners
Claudia Rodriguez is a financial advisor at Cenacle Partners with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Calyx Capital Advisors, LLC since 2013. Cenacle Partners provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, charitable institutions, foundations, and endowments. The firm employs a range of investment strategies including long-term, short-term, trading, and options, supported by research from financial periodicals and custodial firms, with most accounts managed on a discretionary basis.
Edward C
Series 63, Series 65
Mahwah, NJ
Cenacle Partners
Edward Condon is a financial advisor at Cenacle Partners with 18 years of industry experience. He has held roles at Third Seven Capital, LLC since 2022 and at Cenacle Partners (formerly Calyx Capital Advisors) since 2012. Condon holds Series 63 and Series 65 licenses. Cenacle Partners provides investment advisory and fee-based financial planning services to individuals, families, charitable institutions, foundations, endowments, and trusts. The firm offers discretionary portfolio management applying fundamental and technical analysis, with a range of investment strategies including long-term, short-term, trading, and options approaches.
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