Puente Asesoramiento de Inversiones, LLC

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Client assets under management

Clients

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Puente Asesoramiento de Inversiones LLC provides discretionary and non‑discretionary asset and portfolio management and investment advice to institutions, corporations and high‑net‑worth clients, delivering customized separately managed accounts as well as non‑discretionary recommendations. The firm’s brochure states typical account documentation and client‑imposed investment restrictions, but it currently reports no assets under management and no client accounts.

The firm uses third‑party macroeconomic research combined with internal due diligence to build allocations across equities, fixed income, options and alternative investments, and may employ hedging, leverage, derivatives and emerging‑market exposures as part of its strategies. As with many investment managers, Puente generally charges percentage‑of‑AUM management fees and relies on qualified custodians to hold client assets.

A distinctive feature of the firm is its affiliation with a broker‑dealer and the fact that several supervised persons are registered representatives or associated with broker‑dealers, with senior personnel also holding executive roles and consulting relationships in related financial entities. These multiple registrations and outside business activities — noted in the brochure — are less common among peers and are relevant for clients assessing potential conflicts of interest or the scope of integrated services.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Percentage

0.10% to 2.00% annually, negotiable depending on asset value

Other

Account minimum: $100,000

Main office location

Puente Asesoramiento de Inversiones, LLC

801 Brickell Avenue, Suite 2010

Miami FL 33131, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure

Quick links

(786) 589-6071

Advisors at this firm

Mariano P

Series 66

Miami, FL

Puente Asesoramiento de Inversiones, LLC

Mariano Pagano is a financial advisor at Puente Asesoramiento de Inversiones, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, LLC and Wells Fargo Clearing. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, utilizing third-party macroeconomic research and internal due diligence to construct diversified investment strategies. The firm is notable for its affiliation with a broker-dealer and the multiple registrations and outside business activities held by senior personnel.

Active portfolio management Options & derivatives strategies Private / alternative investments

Jorge S

Series 66

Miami, FL

Puente Asesoramiento de Inversiones, LLC

Jorge San Roman is a financial advisor at Puente Asesoramiento de Inversiones, LLC in Miami, FL, holding a Series 66 designation with over nine years of experience in the financial industry. His prior experience includes roles at Santander Securities, LLC and Santander International Private Banking. Puente Asesoramiento de Inversiones LLC provides discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, utilizing third-party macroeconomic research alongside internal due diligence to construct diversified portfolios across multiple asset classes. The firm operates with a range of strategies including hedging and emerging-market exposures and is notable for its affiliation with a broker-dealer and multiple registrations among its personnel.

Active portfolio management Options & derivatives strategies Private / alternative investments

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