Juan Briceno is a registered investment advisor at Pomifer Capital Partners LLC, based in Austin, TX, with 4 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 0.75% |
There shall be no separate assets under advisement fee charged until the cumulative asset under advisement fee exceeds the initial fee of $50,000.
Fee Estimator
Location
Austin, TX
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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
Juan is the owner of Pomifer Capital Partners, LLC, and also the owner of Heraclitus Capital Management, LLC, which manages the Heraclitus 1A Special Purpose Fund. The fund is closed to new investors.
Employment History
Current Registrations
Pomifer Capital Partners LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
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.