Puente Asesoramiento de Inversiones, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
0.10% to 2.00% annually, negotiable depending on asset value
Account minimum: $100,000
Main office
801 Brickell Avenue, Suite 2010
Miami FL 33131
Advisors at this office
4
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Mariano P
Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Mariano Pagano is a financial advisor at Puente Asesoramiento de Inversiones, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at Santander Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Puente Asesoramiento de Inversiones LLC offers discretionary and non-discretionary asset and portfolio management and investment advice to institutions, corporations, and high-net-worth clients, integrating third-party macroeconomic research with internal due diligence to build diversified allocations across multiple asset classes. The firm is affiliated with a broker-dealer and its personnel hold multiple registrations and roles across related financial entities.
Mariana T
Series 63, Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Mariana Trambauer is a financial advisor at Puente Asesoramiento de Inversiones, LLC with two years of industry experience. She previously worked at UBS Financial Services for two years. Outside of her advisory role, she operates an online business selling clothing and decor items she no longer uses. 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, using third-party macroeconomic research combined with internal due diligence to build diversified allocations across multiple asset classes.
Inaki G
Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Inaki Gordo Santos is a financial advisor at Puente Asesoramiento de Inversiones, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Santander Securities, Santander International Private Banking, Bank of America, and Merrill. 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. The firm combines third-party macroeconomic research with internal due diligence to build diversified allocations and employs a range of investment strategies including hedging, leverage, and derivatives.
Jorge S
Series 66
Miami, FL
Puente Asesoramiento de Inversiones, LLC
Jorge San Roman is a financial advisor with Puente Asesoramiento de Inversiones, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Santander Securities, LLC and Santander International Private Banking for over nine years. 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. The firm combines third-party macroeconomic research with internal due diligence to construct diversified portfolios across multiple asset classes and employs strategies that may include hedging, leverage, derivatives, and emerging-market exposures.
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