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Tiempo Capital Partners

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About

Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations and business entities, managing roughly $911 million for a concentrated client base. The firm’s principal services are fee-based investment management, investment consulting, and family-office style advisory offerings.

Tiempo Capital Partners employs a tactical allocation approach and may use fundamental, technical and cyclical analysis across a wide set of instruments; it manages accounts on both discretionary and non-discretionary bases (the brochure discloses material balances in each). For clients pursuing alternative investments or funding through lines of credit, the firm provides non-discretionary consulting, due diligence, transaction support and ongoing monitoring while noting that such investments can be subject to lockups and limited ongoing management.

Noteworthy characteristics include the availability of performance-based compensation arrangements for qualified clients and the firm’s use of occasional one-time, upfront management arrangements for certain investments, alongside family-office technology and outsourced CIO services offered without separate advisory fees. Tiempo Capital Partners does not vote proxies for client securities and does not emphasize ongoing traditional financial planning as a core service, instead focusing on investment management, consulting and family-governance support.

Client services

Portfolio management Investment consulting services

Expertise

Private / alternative investments Wealth management Tax-loss harvesting

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Fee options

Fixed

Negotiated fixed fees for investment management; one-time fixed fee up to 1.00% of invested capital for investment consulting

Percentage

$0 - $10,000,000: 0.90% $10,000,001 - $30,000,000: 0.70% $30,000,001 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.50% $100,000,001 - $250,000,000: 0.40% Over $250,000,000+: 0.30%

Performance-based

10% performance fee on gains exceeding 8% hurdle rate with high water mark for qualified clients; also performance fee based on gains over investment lifetime with 10% soft hurdle and high water mark

Other

Account minimum: $1,000,000

Main office

2665 S Bayshore Drive, Suite 440

Miami FL 33133

Advisors at this office

5

Most active in

Florida · Puerto Rico

Also doing business as

Tiempo Capital Partners · Tiempo Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joanna E

Series 66

Miami, FL

Tiempo Capital Partners

Joanna Espasas is a financial advisor with Tiempo Capital Partners in Miami, FL, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Raymond James & Associates, and Wells Fargo Advisors. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million for a concentrated client base. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers fee-based investment management, consulting, and family-office style advisory services.

Private / alternative investments Wealth management Tax-loss harvesting
user avatar

Enrique V

Series 66

Miami, FL

Tiempo Capital Partners

Enrique Viyella is a financial advisor at Tiempo Capital Partners with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley Private Bank, BigSur Partners LLC, and Earthview Advisors LLC. He is a management member and general partner of Earthview Management LLC, an investment fund focused on small-cap public equities, and serves on the advisory board of Earthview Brands Inc., a wine and liquor distribution company. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million for a concentrated client base. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering fee-based investment management, consulting, and family-office style advisory services.

Private / alternative investments Wealth management Tax-loss harvesting
user avatar

Philip H

CFA®, Series 65

Miami, FL

Tiempo Capital Partners

Philip Hackleman is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Tiempo Capital Partners, where he has worked since 2023. Prior to this, he held roles at Lion Capital Advisors, Octogone NA Inc, and several other firms. Hackleman also serves as a business consultant for a medical plans advisory firm during non-trading hours. Tiempo Capital Partners advises high net worth individuals, trusts, estates, charitable organizations, and business entities, offering fee-based custom investment management along with family office and alternative investment consulting. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and manages a significant portion of assets on a non-discretionary basis.

Private / alternative investments Wealth management Tax-loss harvesting
user avatar

Alexandra V

Series 63, Series 65, Series 66

Miami, FL

Tiempo Capital Partners

Alexandra Valentin is a financial advisor at Tiempo Capital Partners with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tiempo Capital Partners, she worked at JPMorgan Securities LLC and UBS International Inc. Valentin is also the president of Carmen Consulting Group, a consulting company. Tiempo Capital Partners serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $911 million with a focus on fee-based investment management, consulting, and family-office style advisory services. The firm employs a tactical allocation approach using various analytical methods and offers both discretionary and non-discretionary management alongside family-office technology and outsourced CIO services.

Private / alternative investments Wealth management Tax-loss harvesting
user avatar

Juan Carlos F

CFA®, Series 63

Miami, FL

Tiempo Capital Partners

Juan Carlos Freile Franco is a CFA® charterholder with 14 years of experience in the financial industry. He currently serves as an advisor at Tiempo Capital Partners, having joined the firm in 2024 after spending 12 years at J.P. Morgan Securities. Tiempo Capital Partners manages roughly $911 million for a concentrated client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach and provides fee-based investment management, consulting, and family-office style advisory services.

Private / alternative investments Wealth management Tax-loss harvesting
View complete list of advisors at this firm
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