Puentes Mayorga Advisers, S.A.S (Bogota, Cundinamarca)

Name: Puentes Mayorga Advisers, S.A.S
Address: Calle 127 B #14 A 61 (401), Bogota, Cundinamarca, 110121
Telephone: 57 3144024738

Puentes Mayorga Advisers, S.A.S is an adviser based in Bogota, Cundinamarca. It manages $130 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.

Puentes Mayorga Advisers, S.A.S provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Puentes Mayorga Advisers, S.A.S: assets under management

The assets under management (AUM) of Puentes Mayorga Advisers, S.A.S is $130 thousand, all of which is managed in discretionary accounts. $65 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $130 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 80% of the total AUM. The second-largest asset type is derivatives, which make up 20% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Puentes Mayorga Advisers, S.A.S for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Puentes Mayorga Advisers, S.A.S

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pablo Andres Puentes	Manager	1 Oct 2009	50% - 75%	6900004
Rigoberto Alonso Puentes	Partner	1 Oct 2009	50% - 75%	6920549

Based in Bogota, Cundinamarca

The principal office where Puentes Mayorga Advisers, S.A.S performs its advisory services is located at Calle 127 B #14 A 61 (401), Bogota, Cundinamarca, 110121, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 57 3144024738. The normal business hours are 8 - 5 on Monday - Friday. You can find more information about the New York firm at pmacolombia.com.