Puente Asesoramiento De Inversiones, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schaefer, Noemi, Carmen | Chief Executive Officer | Nov 2020 (6y) | Less than 5% | |
| Spinedi, Gonzalo, Miguel | Managing Director | Nov 2020 (6y) | Less than 5% | |
| Tomasevich, Federico | Owner | Nov 2020 (6y) | ≈ 28.13% – 75% via Cross Capital S.A. | |
| Gil O Aikins | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Mariano Joaquin Pagano | Registered representative | Feb 2023 (4y) | ||
| Jorge Alonso San Roman | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Puente Holding Limited | Owner | Nov 2020 | A | 75% or more |
| Cross Capital S.A. | Owner | Nov 2020 | B | ≈ 37.5% – 75% via Puente Holding Limited |
| Puente Partners Sa | Owner | Nov 2020 | B | ≈ 18.75% – 50% via Puente Holding Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tomasevich, Federico: 75% – 100% of Cross Capital S.A. × 50% – 75% of Puente Holding Limited × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Cross Capital S.A.: 50% – 75% of Puente Holding Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Puente Partners Sa: 25% – 50% of Puente Holding Limited × 75% – 100% direct ≈ 18.75% – 50% of the firm
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) | 03/18/2026 | 1.05 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $1.1B (100% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗