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Puente
Puente's Miami office is the US-registered locus of a Latin American investment banking group, pairing a registered investment advisor with a brokerage...
Puente
Puente's Miami office is the US-registered locus of a Latin American investment banking group, pairing a registered investment advisor with a brokerage capability. The firm explains its model as providing integrated investment banking services, with an emphasis on wealth management for individuals, institutions and corporations, alongside sales and trading execution. That configuration allows it to sit at the junction of US markets and the Latin American client base served by the broader Grupo Puente network. Paragraph 2 — Strategy & deployment placeholder. Paragraph 3 — Scale, team, adjacent vehicles placeholder. Paragraph 4 — Structural differentiator: the firm's core architecture is its dual registration in the US as both an RIA and a broker, coupled with its function as the onshore access point for a Latin American investment banking group. That structure differs from a domestic US wealth manager by design, as the entire proposition is built around cross-border connectivity between US markets and Latin American capital. The operating rhythm, compliance footprint and client acquisition funnel are all shaped by this binational posture.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
801 Brickell Avenue, Suite 2010, Miami, FL 33131, USA
Sector focus
Frequently asked questions
How does the US advisory business relate to the broader Grupo Puente?
The Miami office operates as the US-registered entity within the Grupo Puente network. It functions as the onshore access point for the group's integrated investment banking platform, which is anchored in Latin America. This allows the firm to provide brokerage and advisory services to clients seeking exposure to or from US markets.
What regulatory permissions does Puente hold in the United States?
Puente operates as a registered investment advisor, which authorizes it to deliver financial advisory, investment management, and portfolio management services. The firm also maintains a brokerage capability, allowing it to execute sales and trading orders for clients. This dual structure enables it to provide both advisory and transaction-based services under one roof.
Is Puente's client base primarily institutional or individual?
The firm's own description states that it advises individuals, institutions, and corporations. The emphasis on wealth management alongside a sales and trading desk suggests a diversified client mix, covering both private wealth clients and larger institutional counterparties. However, the specific split between individual and institutional assets has not been publicly disclosed.
Does Puente participate in fund commitments or only direct account management?
Available public information does not detail the specific vehicles used. The firm describes itself as providing investment advisory and portfolio management services, which typically implies managed accounts or advisory relationships rather than sponsoring third-party commingled funds. Its brokerage unit also suggests execution-only relationships may exist alongside discretionary mandates.
Which geographic regions does Puente's US business serve?
The firm explicitly states a focus on Latin America, positioning itself as a bridge between US capital markets and Latin American clients. While based in Miami, its mandate is built around cross-border connectivity. There is no indication of a domestic US retail business separate from this Latin America-facing strategy.
How does Puente source its clients?
Specific sourcing mechanics are not publicly detailed. The firm's presence in Miami, a hub for Latin American capital, and its integration with the Grupo Puente platform in the region suggest a pipeline driven by existing group relationships, local presence, and the pull of US-dollar-denominated financial services. The structure leans on referral networks within the Latin American business and financial community.
Does Puente maintain philanthropic structures alongside its advisory business?
There is no public disclosure of any philanthropic structures, foundations, or donor-advised fund programs operated by or affiliated with the US entity. The group's website focuses exclusively on its commercial wealth management, brokerage and investment banking units.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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