Pomifer Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to sophisticated high‑net‑worth individuals and family offices, with a focus on private equity, venture capital and other alternative investments. The firm also offers family‑office style services such as cross‑custodian reporting, cash‑flow analysis, forecasting and ongoing portfolio monitoring.
Pomifer’s investment process emphasizes bottom‑up manager selection and extensive due diligence — document review, reference checks, manager meetings, benchmarking and written investment memoranda — and ongoing manager monitoring and portfolio construction. The firm does not provide discretionary portfolio management or take custody of client assets; its engagement model is advisory/consulting with an upfront consulting fee and assets‑under‑advisement billing rather than traditional custody‑based AUM arrangements.
Compared with many peers, Pomifer is affiliated with other investment advisers and private funds: the controlling owner has roles at an exempt reporting adviser that manages private investment funds and holds other industry positions and private company interests, disclosures the firm identifies as potential conflicts of interest. The firm also uses paid solicitor referral arrangements, works with a very small client roster, and concentrates on long‑term, illiquid alternative investments — features that distinguish its advisory model from more conventional wealth managers.
Client services
Expertise
Fee options
Other services fees starting at a flat annual fee of $10,000 paid quarterly in advance, increasing by size and complexity
$0 - $25,000,000: 1.00% annually Above $25,000,000+: 0.75% annually
Minimum fee: One-time initial fee of $50,000, payable quarterly in equal installments of $12,500, negotiable based on complexity and scope Fee-only: Fee only based on initial fixed fee and ongoing assets under advisement fees; no commissions
Main office
Austin TX
Advisors at this office
2
Most active in
Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Juan B
Series 65, Series 66
Austin, TX
Pomifer Capital Partners LLC
Juan Briceno is a financial advisor at Pomifer Capital Partners LLC in Austin, TX, holding Series 65 and Series 66 credentials with five years of industry experience. He previously worked at Morgan Stanley, Credit Suisse Securities, and Sigma Ventures. Briceno is also a managing member of Heraclitus Capital Management, LLC, which manages a closed 3(c)7 Special Purpose Fund, and serves on the selection committee for Bridge Funding Global, a data-driven fundraising platform for emerging managers. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and alternative investments. The firm emphasizes bottom-up manager selection and extensive due diligence, offering advisory services without discretionary portfolio management or custody of client assets.
Peter T
Series 65
Austin, TX
Pomifer Capital Partners LLC
Peter Teneriello is a financial advisor at Pomifer Capital Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Sapient Capital, Stifel, and the Texas Municipal Retirement System. He serves on the Investment Committee of the Catholic Foundation - Diocese of Austin, a nonprofit organization supporting Catholic ministries and schools in Central Texas. Pomifer Capital Partners provides investment consulting and outsourced Chief Investment Officer services to high-net-worth individuals and family offices, focusing on private equity, venture capital, and other alternative investments. The firm emphasizes bottom-up manager selection, extensive due diligence, and ongoing portfolio monitoring.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)