A complete list of active advisors currently associated with Paredes Capital LLC

Warmer can help you find a great advisor at Paredes Capital LLC or one who fits your needs even better.

Paredes Capital LLC is a newly formed registered investment adviser that offers discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. Portfolios are typically built around exchange‑traded funds and other low‑cost diversified vehicles, with the firm also using individual stocks, bonds, and alternative investments as appropriate. The firm follows a fundamentally driven, generally long‑term investment approach, using economic and company analysis to construct and periodically rebalance client portfolios. Paredes Capital may implement portions of client portfolios through unaffiliated Independent Managers and conducts initial and ongoing due diligence and oversight while retaining responsibility for the client relationship. A noteworthy aspect of the firm is its explicit use of Independent Managers under written agreements that allocate a portion of the advisory fee to those managers while the firm does not receive additional compensation from them, and the brochure notes an overall fee cap for such arrangements. The firm’s principal also operates a separate legal practice providing tax mitigation strategies for sellers of appreciated property (reported to occupy roughly 90% of his time) and is a licensed insurance professional who may earn commissions on insurance sales, relationships the brochure discloses as potential conflicts of interest.

To learn more about the advisors currently working at Paredes Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.