Isabel Lopez is a registered investment advisor at Aureana Capital Management, LLC, based in New York, NY, with 13 years of industry experience. Isabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Aureana Capital Management receives an annual management fee for its services to the Aureana Emerging Markets Absolute Return Fund. The management fee is up to 0.90% for Class IA and up to 0.90% for Class I and Class IH shares, and up to 1.35% for Class A shares, based on the net asset value of the class. Class M shares are not subject to any management or performance fees. The fee is accrued daily and payable monthly in arrears. A performance fee may also apply.
Location
24 W. 40th Street, 17th Floor, New York, NY, 10018
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Isabel performs accounting tasks and coordinates private event planning for NWM Events LLC since August 2013, spending a few hours per week. She also manages Nolita Wine Merchants, LLC since December 2012, dedicating a few hours per week, with economic benefit only as a shareholder.
Employment History
Current Registrations
Aureana Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.