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Folionet Advisers LLC

Folionet provides U.S. investment accounts to Latin Americans, offering stocks, ETFs, advisory, and self-investing. Folionet Holdings Inc. includes...

Folionet Advisers LLC

Folionet provides U.S. investment accounts to Latin Americans, offering stocks, ETFs, advisory, and self-investing. Folionet Holdings Inc. includes U.S.-registered entities based in Miami, Florida: a FINRA/SEC-regulated broker-dealer, a Florida State Registered Investment Advisor, and fintech subsidiaries. Clients span more than 60 countries, with primary focus on Latin Americans with investable assets from $5,000 to $250,000. The firm was founded in 2014 to offer accessible investment accounts to the mass affluent.

General information

Firm type

Asset Manager

Year founded

2014

Location

Country

United States

City

Miami

Principals

Juan Lorenzo Santos

Sector focus

Latin American investors accessing U.S. markets

Frequently asked questions

Who leads Folionet Advisers LLC?

The leadership team at Folionet Advisers LLC has not been publicly identified. No named principals, founders, or senior investment professionals appear in SEC filings or the firm's communications.

How much capital does Folionet Advisers LLC manage?

Assets under management for Folionet Advisers LLC are not disclosed. No public reports or the firm's own materials provide an AUM figure.

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