Uyana Partners Llc
- Regulatory AUM
- $115M
- Discretionary
- $87.2M
- Clients
- 74
- Avg AUM / client
- $1.6M
- Accounts
- 133
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $8.9M | 7.73% |
| High net worth individuals | 33 | $75.1M | 65.3% |
| Insurance companies | 5 | $31.1M | 27.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Felipe Chediak Bueno | Chief Compliance Officer | Nov 2018 (8y) | 25% – 50% | |
| Lutch, Simon | Owner | Nov 2018 (8y) | 25% – 50% | |
| Steiner, Jacobo, Enrique | Owner | Nov 2018 (8y) | 25% – 50% | |
| Javier Alberto Ojeda Garcia | Registered representative | Oct 2022 (4y) | ||
| Luis Anibal Guerra Burgos | Registered representative | CFA | Apr 2024 (2y) | |
| Ignacio Xavier Rosales | Registered representative | Jul 2024 (2y) | ||
| Claude Ivan Ronc | Registered representative | Nov 2024 (2y) | ||
| Sofia Emilia Tello | Registered representative | Feb 2025 (1y) | ||
| Samantha Crystal Santiago Paez | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Morgan Stanley $50.1M (44% of AUM) Apr 2026
- Banco Mercantil $15.6M (14% of AUM) Apr 2026
- Charles Schwab & Co. $13.4M (12% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗