RIVERO CPA

Tony Rivero, the firm's managing member, appears to lead investment decisions. Public filings list him as the authorized representative. The firm has not disclosed a dedicated investment committee or CIO separate from its tax leadership.

The firm sources primarily through professional-services networks in South Florida, including CPA peer referrals, legal advisors, and operators connected to its tax clients. Its Latin American deal flow often comes through families with cross-border business interests who already engage the firm for compliance work.

RIVERO CPA operates as a multi-family office, serving several unrelated South Florida entrepreneurial families. Its roots are in tax and accounting services, and it has grown into investment advisory and direct deal execution for those same families.

The firm focuses on direct deals and co-investments structured through SPVs rather than blind-pool fund commitments. There is no public track record of fund-of-funds investing.

The firm concentrates on South Florida and select Latin American markets, particularly where its tax clients have operating businesses or real estate holdings. Cross-border deal flow between Florida and Latin America is a core capability.

The firm favors income-producing real assets and established operating companies rather than early-stage venture. Its structure as a CPA-led MFO means it prioritizes cash-flow predictability and tax efficiency over venture-scale growth.

Both fall under the RIVERO CPA LLC entity. The firm does not publicize a formal separation between its tax compliance work and its investment advisory arm. This integrated model is unusual and may raise conflict-of-interest questions that allocators should probe during diligence.