# Noesis Capital Management

Noesis Capital Management is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** www.noesis-capital.com
- **LinkedIn:** https://www.linkedin.com/company/noesis-capital-management

## Regulatory record

- **CRD number:** 110819
- **SEC file number:** 801-49934
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110819

## About

Noesis Capital Management opened in 1995 as a Boca Raton-based registered investment advisor, founded to serve globally mobile families whose financial lives crossed borders. The firm fields advisors and planners with CFP, CFA, and CPA credentials, operating across offices in the United States, the Netherlands, and Spain. Its client base spans more than 30 countries, supported by a team drawn from five continents and fluent in seven languages. The firm’s core competency is discretionary portfolio management, delivered through global diversification, active oversight, and in-house research. Noesis constructs individually managed accounts and integrated financial plans for high-net-worth families, addressing retirement, legacy, and cross-border tax and estate considerations. Geographic coverage concentrates on North America, Western Europe, and Latin America. The firm emphasizes its fiduciary status and transparent fee structure as the organizing principle of its client relationships. Noesis lists 22 professionals across its Americas and Europe teams, including multiple CFP, CFA, and CIMA charterholders. The firm maintains regulated entities in the US (Noesis Capital Management), the Netherlands (Noesis B.V.), and Spain (Noesis Capital Management Spain), each operating as part of an integrated cross-border platform. A 2025 year-end publication marked the firm’s 30th anniversary, noting strategic portfolio purchases and reflecting on three decades of client work. Unlike domestic-only RIAs, Noesis is structurally built for legal and tax complexity across jurisdictions, with regulated offices on both sides of the Atlantic. That dual-regulatory footprint allows the firm to act as a single point of coordination for families with assets and heirs in multiple countries, a genuine architectural difference in a wealth-management market where most firms operate within one national regulatory perimeter.

## Sectors

- Wealth Management
- Cross-Border Advisory

## Offices

- Netherlands
- Spain

## People

- Nico B.M. Letschert — CFP®
- Abraham Amador Lindner — CFP®, MBA
- Christian Paterok — CFA
- Cheryl Deknatel — CFP®, CIMA®, MBA
- Joyce H. Chiang — CFP®, CPA, MBA

## Questions

### Who runs investment decisions at Noesis Capital Management?

The firm lists multiple senior professionals with investment credentials, including Christian Paterok (CFA), Cheryl Deknatel (CFP, CIMA, MBA), and Laleeta Hill (CFA). Noesis structures its advisory approach as a collaborative team model rather than a single named CIO, with research and portfolio management professionals working across its US and European offices.

### How does Noesis manage cross-border wealth for international families?

Noesis operates regulated entities in three jurisdictions: Noesis Capital Management in the United States, Noesis B.V. in the Netherlands, and Noesis Capital Management Spain. This footprint allows the firm to coordinate tax, estate, and investment planning for families with assets and heirs spread across North America, Europe, and Latin America. The team includes professionals fluent in seven languages and experienced in the legal and regulatory frameworks of their respective domiciles.

### Does Noesis participate in fund commitments or only direct proprietary portfolios?

Noesis describes its investment process as research-driven discretionary portfolio management. There is no public disclosure of a fund-of-funds program, nor of commitments to external managers as a core offering. The firm’s client relationships appear to center on directly managed, globally diversified portfolios of securities tailored to individual family objectives.

## Related profiles

- [Noemis Ventures](https://altss.com/profile/noemis-ventures)
- [Noetic Fund](https://altss.com/profile/noetic-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/noesis-capital-management-corp

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